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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 | $24,933 | $77,730-67.9% | $70,164-64.5% | $139,427-82.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.94% | 19.02%-6.1pp | 18.90%-6.0pp | 373.27%-360.3pp |
| Employer contribution / active EE | $12,218 | $4,990+144.9% | $4,287+185.0% | $4,752+157.1% |
| Participant deferral / active EE | $25,441 | $6,448+294.5% | $5,395+371.6% | $6,711+279.1% |
| Admin fee / account holder | $20,214 | $5,368+276.5% | $4,561+343.2% | $11,404+77.2% |