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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 | $18,987 | $104,650-81.9% | $83,854-77.4% | $155,188-87.8% |
| Participation rate | 100.0% | 65.1%+34.9pp | 59.1%+40.9pp | 80.8%+19.2pp |
| Annual return | 18.14% | 28.97%-10.8pp | 31.39%-13.3pp | 148.84%-130.7pp |
| Employer contribution / active EE | $4,474 | $1,196+273.9% | $1,017+339.8% | $4,248+5.3% |
| Participant deferral / active EE | $10,330 | $2,367+336.4% | $2,035+407.6% | $6,531+58.2% |
| Admin fee / account holder | $482 | $3,518-86.3% | $3,197-84.9% | $14,480-96.7% |