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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 | $80,475 | $157,296-48.8% | $141,191-43.0% | $152,897-47.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.59% | 64.34%-40.7pp | 71.41%-47.8pp | 345.43%-321.8pp |
| Employer contribution / active EE | $4,385 | $5,262-16.7% | $4,736-7.4% | $4,764-7.9% |
| Participant deferral / active EE | $9,615 | $7,111+35.2% | $6,710+43.3% | $5,851+64.3% |
| Admin fee / account holder | $20,006 | $12,125+65.0% | $10,264+94.9% | $11,599+72.5% |