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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 | $26,806 | $111,814-76.0% | $103,378-74.1% | $145,978-81.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.06% | 24.80%-13.7pp | 24.91%-13.8pp | 550.52%-539.5pp |
| Employer contribution / active EE | $36,594 | $4,215+768.2% | $3,870+845.5% | $4,662+685.0% |
| Participant deferral / active EE | $23,250 | $5,618+313.9% | $5,058+359.7% | $6,690+247.6% |
| Admin fee / account holder | $9,113 | $9,764-6.7% | $8,401+8.5% | $13,400-32.0% |