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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 | $10,057 | $108,882-90.8% | $96,754-89.6% | $154,746-93.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 16.45% | 98.39%-81.9pp | 82.04%-65.6pp | 172.34%-155.9pp |
| Employer contribution / active EE | $4,292 | $3,018+42.2% | $2,679+60.2% | $4,379-2.0% |
| Participant deferral / active EE | $7,991 | $5,323+50.1% | $4,758+67.9% | $6,730+18.7% |
| Admin fee / account holder | $6,003 | $10,200-41.1% | $8,905-32.6% | $14,365-58.2% |