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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 | $39,404 | $111,535-64.7% | $105,223-62.6% | $137,256-71.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 13.71% | 237.85%-224.1pp | 180.65%-166.9pp | 220.34%-206.6pp |
| Employer contribution / active EE | $1,886 | $3,939-52.1% | $3,689-48.9% | $4,156-54.6% |
| Participant deferral / active EE | $5,186 | $5,500-5.7% | $5,072+2.2% | $6,407-19.1% |
| Admin fee / account holder | $492 | $9,721-94.9% | $8,859-94.5% | $12,270-96.0% |