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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 | $47,888 | $176,402-72.9% | $134,162-64.3% | $158,966-69.9% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 18.75% | 63.66%-44.9pp | 36.35%-17.6pp | 302.95%-284.2pp |
| Employer contribution / active EE | $0 | $5,042-100.0% | $3,705-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $750 | $4,093-81.7% | $3,500-78.6% | $5,983-87.5% |
| Admin fee / account holder | $459 | $8,719-94.7% | $6,685-93.1% | $11,250-95.9% |