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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 | $94,439-80.3% | $73,658-74.8% | $154,746-88.0% |
| Participation rate | 100.0% | 64.7%+35.3pp | 57.0%+43.0pp | 80.7%+19.3pp |
| Annual return | 14.47% | 28.25%-13.8pp | 29.72%-15.3pp | 172.34%-157.9pp |
| Employer contribution / active EE | $5,473 | $1,257+335.3% | $1,032+430.2% | $4,379+25.0% |
| Participant deferral / active EE | $9,090 | $2,527+259.7% | $2,062+340.9% | $6,730+35.1% |
| Admin fee / account holder | $8,461 | $3,843+120.2% | $3,357+152.1% | $14,365-41.1% |