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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 | $111,535-83.9% | $105,223-83.0% | $137,256-87.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 12.28% | 237.85%-225.6pp | 180.65%-168.4pp | 220.34%-208.1pp |
| Employer contribution / active EE | $1,274 | $3,939-67.7% | $3,689-65.5% | $4,156-69.3% |
| Participant deferral / active EE | $4,777 | $5,500-13.1% | $5,072-5.8% | $6,407-25.4% |
| Admin fee / account holder | $6,856 | $9,721-29.5% | $8,859-22.6% | $12,270-44.1% |