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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 | $33,247 | $114,013-70.8% | $103,693-67.9% | $155,188-78.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 8.89% | 49.31%-40.4pp | 47.61%-38.7pp | 148.84%-139.9pp |
| Employer contribution / active EE | $3,515 | $3,131+12.2% | $2,920+20.3% | $4,248-17.3% |
| Participant deferral / active EE | $5,132 | $4,970+3.3% | $4,579+12.1% | $6,531-21.4% |
| Admin fee / account holder | $16,676 | $8,407+98.4% | $7,858+112.2% | $14,480+15.2% |