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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 | $12,372 | $111,878-88.9% | $93,727-86.8% | $145,897-91.5% |
| Participation rate | 85.7% | 74.2%+11.5pp | 68.7%+17.0pp | 80.3%+5.4pp |
| Annual return | 15.03% | 204.28%-189.2pp | 133.83%-118.8pp | 552.29%-537.3pp |
| Employer contribution / active EE | $10,585 | $3,092+242.3% | $2,421+337.1% | $4,663+127.0% |
| Participant deferral / active EE | $16,367 | $4,920+232.6% | $4,417+270.5% | $6,689+144.7% |
| Admin fee / account holder | $5,291 | $10,256-48.4% | $8,292-36.2% | $13,390-60.5% |