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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 | $80,162 | $176,105-54.5% | $159,474-49.7% | $167,536-52.2% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.83% | 331.91%-318.1pp | 263.68%-249.8pp | 478.82%-465.0pp |
| Employer contribution / active EE | $3,675 | $5,299-30.6% | $4,831-23.9% | $4,839-24.1% |
| Participant deferral / active EE | $9,522 | $7,751+22.8% | $7,353+29.5% | $6,342+50.1% |
| Admin fee / account holder | $40,911 | $12,559+225.7% | $10,802+278.7% | $12,315+232.2% |