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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 | $26,134 | $94,439-72.3% | $73,658-64.5% | $154,746-83.1% |
| Participation rate | 100.0% | 64.7%+35.3pp | 57.0%+43.0pp | 80.7%+19.3pp |
| Annual return | 3.94% | 28.25%-24.3pp | 29.72%-25.8pp | 172.34%-168.4pp |
| Employer contribution / active EE | $7,590 | $1,257+503.7% | $1,032+635.2% | $4,379+73.3% |
| Participant deferral / active EE | $22,532 | $2,527+791.6% | $2,062+992.8% | $6,730+234.8% |
| Admin fee / account holder | $1,481 | $3,843-61.5% | $3,357-55.9% | $14,365-89.7% |