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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 | $20,234 | $108,911-81.4% | $100,392-79.8% | $145,884-86.1% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 21.09% | 58.23%-37.1pp | 49.45%-28.4pp | 551.85%-530.8pp |
| Employer contribution / active EE | $14,184 | $4,420+220.9% | $3,941+259.9% | $4,662+204.2% |
| Participant deferral / active EE | $36,236 | $8,459+328.4% | $8,090+347.9% | $6,690+441.7% |
| Admin fee / account holder | $8,813 | $9,698-9.1% | $7,904+11.5% | $13,392-34.2% |