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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 | $87,725 | $94,766-7.4% | $112,923-22.3% | $139,487-37.1% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 16.36% | 40.96%-24.6pp | 34.13%-17.8pp | 373.84%-357.5pp |
| Employer contribution / active EE | $29,732 | $4,636+541.3% | $4,570+550.6% | $4,755+525.3% |
| Participant deferral / active EE | $0 | $6,523-100.0% | $6,520-100.0% | $6,713-100.0% |
| Admin fee / account holder | $5,415 | $8,529-36.5% | $7,046-23.1% | $11,407-52.5% |