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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 | $47,309 | $94,439-49.9% | $73,658-35.8% | $154,746-69.4% |
| Participation rate | 100.0% | 64.7%+35.3pp | 57.0%+43.0pp | 80.7%+19.3pp |
| Annual return | 13.14% | 28.25%-15.1pp | 29.72%-16.6pp | 172.34%-159.2pp |
| Employer contribution / active EE | $571 | $1,257-54.6% | $1,032-44.7% | $4,379-87.0% |
| Participant deferral / active EE | $5,980 | $2,527+136.6% | $2,062+190.0% | $6,730-11.2% |
| Admin fee / account holder | $28,104 | $3,843+631.3% | $3,357+737.2% | $14,365+95.6% |