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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 | $24,191 | $65,712-63.2% | $57,196-57.7% | $273,972-91.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 4.24% | 22.01%-17.8pp | 14.59%-10.4pp | 41.46%-37.2pp |
| Employer contribution / active EE | $17,155 | $3,280+423.0% | $2,683+539.4% | $4,869+252.3% |
| Participant deferral / active EE | $0 | $3,782-100.0% | $3,096-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,213 | $4,838-54.3% | $3,141-29.5% | $10,133-78.2% |