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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 | $60,987 | $103,008-40.8% | $90,304-32.5% | $152,897-60.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 11.91% | 95.22%-83.3pp | 78.13%-66.2pp | 345.43%-333.5pp |
| Employer contribution / active EE | $2,547 | $3,139-18.9% | $2,855-10.8% | $4,764-46.5% |
| Participant deferral / active EE | $1,431 | $4,281-66.6% | $3,885-63.2% | $5,851-75.5% |
| Admin fee / account holder | $2,601 | $6,175-57.9% | $5,354-51.4% | $11,599-77.6% |