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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 | $33,064 | $227,566-85.5% | $189,558-82.6% | $167,518-80.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.5%+21.5pp | 82.1%+17.9pp |
| Annual return | 13.68% | 78.43%-64.8pp | 64.19%-50.5pp | 478.71%-465.0pp |
| Employer contribution / active EE | $2,283 | $5,316-57.1% | $4,412-48.3% | $4,838-52.8% |
| Participant deferral / active EE | $2,283 | $7,002-67.4% | $6,174-63.0% | $6,342-64.0% |
| Admin fee / account holder | $478 | $11,881-96.0% | $9,809-95.1% | $12,312-96.1% |