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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 | $18,598 | $104,650-82.2% | $83,854-77.8% | $155,188-88.0% |
| Participation rate | 100.0% | 65.1%+34.9pp | 59.1%+40.9pp | 80.8%+19.2pp |
| Annual return | 14.47% | 28.97%-14.5pp | 31.39%-16.9pp | 148.84%-134.4pp |
| Employer contribution / active EE | $5,473 | $1,196+357.5% | $1,017+438.0% | $4,248+28.8% |
| Participant deferral / active EE | $9,090 | $2,367+284.0% | $2,035+346.7% | $6,531+39.2% |
| Admin fee / account holder | $8,461 | $3,518+140.5% | $3,197+164.7% | $14,480-41.6% |