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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 | $104,650-84.5% | $83,854-80.7% | $155,188-89.6% |
| Participation rate | 100.0% | 65.1%+34.9pp | 59.1%+40.9pp | 80.8%+19.2pp |
| Annual return | 17.66% | 28.97%-11.3pp | 31.39%-13.7pp | 148.84%-131.2pp |
| Employer contribution / active EE | $2,951 | $1,196+146.7% | $1,017+190.1% | $4,248-30.5% |
| Participant deferral / active EE | $3,999 | $2,367+68.9% | $2,035+96.5% | $6,531-38.8% |
| Admin fee / account holder | $1,660 | $3,518-52.8% | $3,197-48.1% | $14,480-88.5% |