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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 | $82,533 | $201,372-59.0% | $184,260-55.2% | $145,884-43.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.14% | 29.04%-17.9pp | 28.84%-17.7pp | 551.85%-540.7pp |
| Employer contribution / active EE | $2,404 | $7,024-65.8% | $6,427-62.6% | $4,662-48.4% |
| Participant deferral / active EE | $4,772 | $9,808-51.3% | $9,133-47.8% | $6,690-28.7% |
| Admin fee / account holder | $75,442 | $16,362+361.1% | $13,898+442.8% | $13,392+463.3% |