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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 | $26,175 | $111,535-76.5% | $105,223-75.1% | $137,256-80.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 11.82% | 237.85%-226.0pp | 180.65%-168.8pp | 220.34%-208.5pp |
| Employer contribution / active EE | $1,029 | $3,939-73.9% | $3,689-72.1% | $4,156-75.2% |
| Participant deferral / active EE | $7,769 | $5,500+41.3% | $5,072+53.2% | $6,407+21.3% |
| Admin fee / account holder | $4,999 | $9,721-48.6% | $8,859-43.6% | $12,270-59.3% |