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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,693 | $116,203-71.0% | $93,621-64.0% | $152,909-78.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 13.86% | 35.96%-22.1pp | 32.76%-18.9pp | 345.46%-331.6pp |
| Employer contribution / active EE | $24,294 | $3,219+654.7% | $2,719+793.6% | $4,764+410.0% |
| Participant deferral / active EE | $7,096 | $4,605+54.1% | $4,070+74.4% | $5,851+21.3% |
| Admin fee / account holder | $24,088 | $10,751+124.1% | $7,890+205.3% | $11,601+107.6% |