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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 | $50,802 | $81,664-37.8% | $70,476-27.9% | $158,966-68.0% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 17.67% | 208.59%-190.9pp | 109.12%-91.4pp | 302.95%-285.3pp |
| Employer contribution / active EE | $5,125 | $3,219+59.2% | $2,738+87.2% | $4,762+7.6% |
| Participant deferral / active EE | $4,700 | $4,556+3.2% | $3,710+26.7% | $5,983-21.4% |
| Admin fee / account holder | $2,256 | $6,197-63.6% | $3,847-41.4% | $11,250-79.9% |