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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 | $39,855 | $81,696-51.2% | $70,494-43.5% | $158,982-74.9% |
| Participation rate | 88.2% | 77.7%+10.5pp | 75.1%+13.2pp | 82.0%+6.3pp |
| Annual return | 11.58% | 208.70%-197.1pp | 109.16%-97.6pp | 302.99%-291.4pp |
| Employer contribution / active EE | $1,364 | $3,220-57.6% | $2,738-50.2% | $4,763-71.4% |
| Participant deferral / active EE | $1,364 | $4,558-70.1% | $3,711-63.3% | $5,983-77.2% |
| Admin fee / account holder | $2,620 | $6,200-57.7% | $3,848-31.9% | $11,252-76.7% |