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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 | $32,361 | $111,814-71.1% | $103,378-68.7% | $145,978-77.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 17.89% | 24.80%-6.9pp | 24.91%-7.0pp | 550.52%-532.6pp |
| Employer contribution / active EE | $1,840 | $4,215-56.4% | $3,870-52.5% | $4,662-60.5% |
| Participant deferral / active EE | $5,059 | $5,618-10.0% | $5,0580% | $6,690-24.4% |
| Admin fee / account holder | $704 | $9,764-92.8% | $8,401-91.6% | $13,400-94.7% |