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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 | $34,878 | $148,582-76.5% | $135,942-74.3% | $139,456-75.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.23% | 79.26%-62.0pp | 68.28%-51.0pp | 373.45%-356.2pp |
| Employer contribution / active EE | $2,069 | $5,245-60.6% | $4,858-57.4% | $4,753-56.5% |
| Participant deferral / active EE | $3,750 | $8,101-53.7% | $7,759-51.7% | $6,711-44.1% |
| Admin fee / account holder | $3,320 | $12,402-73.2% | $10,764-69.2% | $11,407-70.9% |