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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 | $33,684 | $102,245-67.1% | $89,340-62.3% | $137,256-75.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 12.95% | 21.89%-8.9pp | 20.57%-7.6pp | 220.34%-207.4pp |
| Employer contribution / active EE | $10,358 | $2,529+309.6% | $2,231+364.2% | $4,156+149.2% |
| Participant deferral / active EE | $15,407 | $4,436+247.3% | $3,823+303.0% | $6,407+140.5% |
| Admin fee / account holder | $15,879 | $8,085+96.4% | $6,704+136.9% | $12,270+29.4% |