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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 | $27,782 | $107,944-74.3% | $91,994-69.8% | $152,885-81.8% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 16.95% | 89.26%-72.3pp | 69.03%-52.1pp | 345.39%-328.4pp |
| Employer contribution / active EE | $2,152 | $4,210-48.9% | $3,452-37.7% | $4,763-54.8% |
| Participant deferral / active EE | $5,091 | $6,365-20.0% | $5,923-14.1% | $5,851-13.0% |
| Admin fee / account holder | $6,245 | $10,521-40.6% | $7,743-19.4% | $11,598-46.2% |