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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 | $19,198 | $124,980-84.6% | $108,359-82.3% | $154,746-87.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 18.86% | 45.00%-26.1pp | 36.89%-18.0pp | 172.34%-153.5pp |
| Employer contribution / active EE | $1,787 | $2,851-37.3% | $2,399-25.5% | $4,379-59.2% |
| Participant deferral / active EE | $18,202 | $4,743+283.8% | $4,137+340.0% | $6,730+170.4% |
| Admin fee / account holder | $330 | $11,502-97.1% | $9,741-96.6% | $14,365-97.7% |