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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 | $54,932 | $199,109-72.4% | $173,730-68.4% | $154,746-64.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 15.83% | 20.02%-4.2pp | 19.96%-4.1pp | 172.34%-156.5pp |
| Employer contribution / active EE | $2,964 | $5,311-44.2% | $4,577-35.2% | $4,379-32.3% |
| Participant deferral / active EE | $10,079 | $7,113+41.7% | $6,326+59.3% | $6,730+49.8% |
| Admin fee / account holder | $94,208 | $20,916+350.4% | $17,523+437.6% | $14,365+555.8% |