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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 | $23,440 | $108,285-78.4% | $77,552-69.8% | $158,982-85.3% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 17.49% | 31.69%-14.2pp | 54.82%-37.3pp | 302.99%-285.5pp |
| Employer contribution / active EE | $1,019 | $1,325-23.1% | $987+3.3% | $4,763-78.6% |
| Participant deferral / active EE | $4,014 | $2,455+63.5% | $1,861+115.7% | $5,983-32.9% |
| Admin fee / account holder | $2,069 | $3,709-44.2% | $2,859-27.6% | $11,252-81.6% |