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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 | $2,709 | $94,439-97.1% | $73,658-96.3% | $154,746-98.2% |
| Participation rate | 100.0% | 64.7%+35.3pp | 57.0%+43.0pp | 80.7%+19.3pp |
| Annual return | 22.91% | 28.25%-5.3pp | 29.72%-6.8pp | 172.34%-149.4pp |
| Employer contribution / active EE | $38,050 | $1,257+2926.4% | $1,032+3585.8% | $4,379+768.9% |
| Participant deferral / active EE | $36,910 | $2,527+1360.6% | $2,062+1690.1% | $6,730+448.4% |
| Admin fee / account holder | $413 | $3,843-89.3% | $3,357-87.7% | $14,365-97.1% |