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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 | $30,671 | $166,131-81.5% | $164,975-81.4% | $145,877-79.0% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.6%+7.1pp | 80.3%+5.4pp |
| Annual return | 16.50% | 100.37%-83.9pp | 70.12%-53.6pp | 551.28%-534.8pp |
| Employer contribution / active EE | $2,858 | $5,276-45.8% | $4,343-34.2% | $4,663-38.7% |
| Participant deferral / active EE | $4,082 | $6,962-41.4% | $6,033-32.3% | $6,691-39.0% |
| Admin fee / account holder | $3,642 | $16,648-78.1% | $12,688-71.3% | $13,402-72.8% |