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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 | $21,554 | $85,004-74.6% | $76,284-71.7% | $145,959-85.2% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.2%+20.8pp | 80.3%+19.7pp |
| Annual return | 11.07% | 13.11%-2.0pp | 13.77%-2.7pp | 561.95%-550.9pp |
| Employer contribution / active EE | $0 | $5,265-100.0% | $4,585-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $2,600 | $6,390-59.3% | $5,478-52.5% | $6,689-61.1% |
| Admin fee / account holder | $14,061 | $5,760+144.1% | $5,131+174.1% | $13,398+5.0% |