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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 | $97,031 | $124,213-21.9% | $118,106-17.8% | $154,746-37.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 81.9%+18.1pp | 80.7%+19.3pp |
| Annual return | 11.57% | 18.29%-6.7pp | 19.44%-7.9pp | 172.34%-160.8pp |
| Employer contribution / active EE | $26,575 | $4,905+441.8% | $4,698+465.6% | $4,379+506.9% |
| Participant deferral / active EE | $0 | $6,859-100.0% | $6,619-100.0% | $6,730-100.0% |
| Admin fee / account holder | $2,963 | $9,627-69.2% | $8,973-67.0% | $14,365-79.4% |