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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 | $22,640 | $72,071-68.6% | $68,368-66.9% | $137,256-83.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 18.37% | 353.14%-334.8pp | 292.57%-274.2pp | 220.34%-202.0pp |
| Employer contribution / active EE | $4,021 | $2,788+44.2% | $2,649+51.8% | $4,156-3.2% |
| Participant deferral / active EE | $10,492 | $4,410+137.9% | $4,123+154.5% | $6,407+63.8% |
| Admin fee / account holder | $1,942 | $5,336-63.6% | $5,150-62.3% | $12,270-84.2% |