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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 | $66,275 | $124,330-46.7% | $109,173-39.3% | $167,536-60.4% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 25.40% | 26.04%-0.6pp | 25.75%-0.4pp | 478.82%-453.4pp |
| Employer contribution / active EE | $4,523 | $4,209+7.5% | $3,723+21.5% | $4,839-6.5% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $5,245 | $7,974-34.2% | $6,755-22.4% | $12,315-57.4% |