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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 | $17,911 | $129,737-86.2% | $119,126-85.0% | $154,746-88.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 12.28% | 379.08%-366.8pp | 282.11%-269.8pp | 172.34%-160.1pp |
| Employer contribution / active EE | $1,274 | $4,375-70.9% | $4,034-68.4% | $4,379-70.9% |
| Participant deferral / active EE | $4,777 | $5,842-18.2% | $5,318-10.2% | $6,730-29.0% |
| Admin fee / account holder | $6,856 | $11,961-42.7% | $10,693-35.9% | $14,365-52.3% |