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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 | $45,018 | $77,449-41.9% | $69,483-35.2% | $152,909-70.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 19.71% | 39.09%-19.4pp | 28.99%-9.3pp | 345.46%-325.8pp |
| Employer contribution / active EE | $5,409 | $3,316+63.1% | $2,780+94.6% | $4,764+13.5% |
| Participant deferral / active EE | $4,083 | $4,415-7.5% | $3,537+15.4% | $5,851-30.2% |
| Admin fee / account holder | $4,792 | $6,210-22.8% | $3,841+24.7% | $11,601-58.7% |