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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 | $7,811 | $100,073-92.2% | $85,126-90.8% | $145,877-94.6% |
| Participation rate | 83.3% | 74.1%+9.2pp | 67.5%+15.8pp | 80.3%+3.0pp |
| Annual return | 10.97% | 84.11%-73.1pp | 66.63%-55.7pp | 551.28%-540.3pp |
| Employer contribution / active EE | $2,543 | $3,236-21.4% | $2,731-6.9% | $4,663-45.5% |
| Participant deferral / active EE | $1,953 | $5,294-63.1% | $4,523-56.8% | $6,691-70.8% |
| Admin fee / account holder | $1,779 | $7,261-75.5% | $6,160-71.1% | $13,402-86.7% |