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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 | $18,755 | $67,823-72.3% | $52,425-64.2% | $137,256-86.3% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 16.15% | 219.11%-203.0pp | 302.12%-286.0pp | 220.34%-204.2pp |
| Employer contribution / active EE | $2,409 | $1,163+107.1% | $914+163.5% | $4,156-42.0% |
| Participant deferral / active EE | $5,424 | $2,288+137.1% | $1,790+202.9% | $6,407-15.3% |
| Admin fee / account holder | $1,631 | $2,844-42.7% | $2,495-34.6% | $12,270-86.7% |