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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 | $53,486 | $185,905-71.2% | $170,057-68.5% | $139,487-61.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 13.57% | 60.56%-47.0pp | 53.42%-39.8pp | 373.84%-360.3pp |
| Employer contribution / active EE | $1,967 | $7,597-74.1% | $6,790-71.0% | $4,755-58.6% |
| Participant deferral / active EE | $7,869 | $11,627-32.3% | $10,411-24.4% | $6,713+17.2% |
| Admin fee / account holder | $4,942 | $15,397-67.9% | $12,826-61.5% | $11,407-56.7% |