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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 | $30,530 | $90,486-66.3% | $78,676-61.2% | $273,972-88.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 5.92% | 75.62%-69.7pp | 62.19%-56.3pp | 41.46%-35.5pp |
| Employer contribution / active EE | $805 | $3,175-74.7% | $2,850-71.8% | $4,869-83.5% |
| Participant deferral / active EE | $892 | $3,901-77.1% | $3,517-74.6% | $5,287-83.1% |
| Admin fee / account holder | $4,294 | $5,263-18.4% | $4,510-4.8% | $10,133-57.6% |