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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 | $66,116 | $157,829-58.1% | $136,867-51.7% | $198,609-66.7% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 9.26% | 51.25%-42.0pp | 42.97%-33.7pp | 202.70%-193.4pp |
| Employer contribution / active EE | $6,351 | $3,923+61.9% | $3,547+79.1% | $5,055+25.6% |
| Participant deferral / active EE | $9,866 | $5,463+80.6% | $4,924+100.4% | $6,977+41.4% |
| Admin fee / account holder | $2,412 | $11,107-78.3% | $10,340-76.7% | $19,030-87.3% |