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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 | $24,529 | $110,551-77.8% | $80,741-69.6% | $167,518-85.4% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 14.32% | 120.57%-106.3pp | 87.30%-73.0pp | 478.71%-464.4pp |
| Employer contribution / active EE | $2,663 | $1,543+72.6% | $1,160+129.6% | $4,838-45.0% |
| Participant deferral / active EE | $5,073 | $2,870+76.7% | $2,145+136.4% | $6,342-20.0% |
| Admin fee / account holder | $7,664 | $4,547+68.6% | $3,380+126.7% | $12,312-37.8% |