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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 | $16,178 | $69,118-76.6% | $53,647-69.8% | $138,895-88.4% |
| Participation rate | 100.0% | 64.0%+36.0pp | 56.3%+43.7pp | 79.9%+20.1pp |
| Annual return | 17.66% | 248.26%-230.6pp | 358.33%-340.7pp | 145.39%-127.7pp |
| Employer contribution / active EE | $2,951 | $1,189+148.1% | $962+206.7% | $4,194-29.6% |
| Participant deferral / active EE | $3,999 | $2,274+75.9% | $1,813+120.5% | $6,396-37.5% |
| Admin fee / account holder | $1,660 | $2,724-39.0% | $2,460-32.5% | $12,562-86.8% |