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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 | $26,947 | $106,247-74.6% | $96,515-72.1% | $139,466-80.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 21.05% | 38.47%-17.4pp | 35.73%-14.7pp | 373.66%-352.6pp |
| Employer contribution / active EE | $1,782 | $4,106-56.6% | $3,740-52.3% | $4,754-62.5% |
| Participant deferral / active EE | $4,797 | $5,456-12.1% | $4,880-1.7% | $6,712-28.5% |
| Admin fee / account holder | $322 | $7,885-95.9% | $6,735-95.2% | $11,409-97.2% |