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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 | $11,994 | $111,814-89.3% | $103,378-88.4% | $145,978-91.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.21% | 24.80%-14.6pp | 24.91%-14.7pp | 550.52%-540.3pp |
| Employer contribution / active EE | $2,573 | $4,215-38.9% | $3,870-33.5% | $4,662-44.8% |
| Participant deferral / active EE | $10,293 | $5,618+83.2% | $5,058+103.5% | $6,690+53.9% |
| Admin fee / account holder | $8,607 | $9,764-11.8% | $8,401+2.5% | $13,400-35.8% |