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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 | $25,550 | $108,882-76.5% | $96,754-73.6% | $154,746-83.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 13.25% | 98.39%-85.1pp | 82.04%-68.8pp | 172.34%-159.1pp |
| Employer contribution / active EE | $9,069 | $3,018+200.5% | $2,679+238.5% | $4,379+107.1% |
| Participant deferral / active EE | $11,989 | $5,323+125.2% | $4,758+152.0% | $6,730+78.1% |
| Admin fee / account holder | $12,741 | $10,200+24.9% | $8,905+43.1% | $14,365-11.3% |