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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 | $25,172 | $94,439-73.3% | $73,658-65.8% | $154,746-83.7% |
| Participation rate | 100.0% | 64.7%+35.3pp | 57.0%+43.0pp | 80.7%+19.3pp |
| Annual return | 3.66% | 28.25%-24.6pp | 29.72%-26.1pp | 172.34%-168.7pp |
| Employer contribution / active EE | $1,019 | $1,257-19.0% | $1,032-1.3% | $4,379-76.7% |
| Participant deferral / active EE | $4,172 | $2,527+65.1% | $2,062+102.3% | $6,730-38.0% |
| Admin fee / account holder | $15,433 | $3,843+301.6% | $3,357+359.8% | $14,365+7.4% |