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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 | $14,541 | $72,071-79.8% | $68,368-78.7% | $137,256-89.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 15.11% | 353.14%-338.0pp | 292.57%-277.5pp | 220.34%-205.2pp |
| Employer contribution / active EE | $3,320 | $2,788+19.1% | $2,649+25.3% | $4,156-20.1% |
| Participant deferral / active EE | $6,426 | $4,410+45.7% | $4,123+55.9% | $6,407+0.3% |
| Admin fee / account holder | $3,121 | $5,336-41.5% | $5,150-39.4% | $12,270-74.6% |