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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 | $21,482 | $108,695-80.2% | $74,722-71.3% | $152,897-86.0% |
| Participation rate | 85.7% | 65.4%+20.4pp | 54.5%+31.3pp | 82.5%+3.3pp |
| Annual return | 23.35% | 114.11%-90.8pp | 753.11%-729.8pp | 345.43%-322.1pp |
| Employer contribution / active EE | $970 | $1,504-35.5% | $1,084-10.5% | $4,764-79.6% |
| Participant deferral / active EE | $3,903 | $2,712+43.9% | $1,963+98.8% | $5,851-33.3% |
| Admin fee / account holder | $2,255 | $4,906-54.0% | $3,335-32.4% | $11,599-80.6% |