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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 | $42,243 | $118,467-64.3% | $98,450-57.1% | $139,456-69.7% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 15.39% | 18.95%-3.6pp | 21.16%-5.8pp | 373.45%-358.1pp |
| Employer contribution / active EE | $2,716 | $3,611-24.8% | $3,049-10.9% | $4,753-42.8% |
| Participant deferral / active EE | $3,242 | $5,393-39.9% | $4,739-31.6% | $6,711-51.7% |
| Admin fee / account holder | $608 | $14,057-95.7% | $8,961-93.2% | $11,407-94.7% |