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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 | $94,439-80.1% | $73,658-74.5% | $154,746-87.9% |
| Participation rate | 100.0% | 64.7%+35.3pp | 57.0%+43.0pp | 80.7%+19.3pp |
| Annual return | 16.15% | 28.25%-12.1pp | 29.72%-13.6pp | 172.34%-156.2pp |
| Employer contribution / active EE | $2,409 | $1,257+91.6% | $1,032+133.3% | $4,379-45.0% |
| Participant deferral / active EE | $5,424 | $2,527+114.6% | $2,062+163.1% | $6,730-19.4% |
| Admin fee / account holder | $1,631 | $3,843-57.6% | $3,357-51.4% | $14,365-88.6% |