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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 | $46,074 | $102,938-55.2% | $94,105-51.0% | $138,895-66.8% |
| Participation rate | 100.0% | 74.6%+25.4pp | 71.9%+28.1pp | 79.9%+20.1pp |
| Annual return | 10.14% | 250.28%-240.1pp | 204.55%-194.4pp | 145.39%-135.3pp |
| Employer contribution / active EE | $4,185 | $2,732+53.2% | $2,504+67.1% | $4,194-0.2% |
| Participant deferral / active EE | $3,768 | $4,196-10.2% | $3,881-2.9% | $6,396-41.1% |
| Admin fee / account holder | $8,780 | $6,600+33.0% | $6,199+41.6% | $12,562-30.1% |