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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 | $174,018-85.0% | $136,833-80.9% | $198,609-86.8% |
| Participation rate | 100.0% | 65.1%+34.9pp | 59.0%+41.0pp | 82.4%+17.6pp |
| Annual return | 3.94% | 35.16%-31.2pp | 35.32%-31.4pp | 202.70%-198.8pp |
| Employer contribution / active EE | $7,590 | $1,571+383.1% | $1,319+475.6% | $5,055+50.1% |
| Participant deferral / active EE | $22,532 | $2,873+684.2% | $2,441+823.1% | $6,977+222.9% |
| Admin fee / account holder | $1,481 | $5,434-72.7% | $4,706-68.5% | $19,030-92.2% |