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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 | $30,436 | $211,239-85.6% | $178,528-83.0% | $145,877-79.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 21.18% | 30.22%-9.0pp | 27.11%-5.9pp | 551.28%-530.1pp |
| Employer contribution / active EE | $1,251 | $4,570-72.6% | $3,950-68.3% | $4,663-73.2% |
| Participant deferral / active EE | $23,380 | $6,963+235.8% | $6,278+272.4% | $6,691+249.4% |
| Admin fee / account holder | $4,718 | $12,095-61.0% | $10,419-54.7% | $13,402-64.8% |