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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 | $36,113 | $70,366-48.7% | $66,674-45.8% | $138,895-74.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 18.16% | 386.41%-368.2pp | 321.24%-303.1pp | 145.39%-127.2pp |
| Employer contribution / active EE | $3,433 | $2,765+24.2% | $2,620+31.0% | $4,194-18.1% |
| Participant deferral / active EE | $6,733 | $4,374+53.9% | $4,084+64.9% | $6,396+5.3% |
| Admin fee / account holder | $3,251 | $5,262-38.2% | $5,098-36.2% | $12,562-74.1% |