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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 | $111,168 | $176,105-36.9% | $159,474-30.3% | $167,536-33.6% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.95% | 331.91%-316.0pp | 263.68%-247.7pp | 478.82%-462.9pp |
| Employer contribution / active EE | $3,190 | $5,299-39.8% | $4,831-34.0% | $4,839-34.1% |
| Participant deferral / active EE | $8,491 | $7,751+9.5% | $7,353+15.5% | $6,342+33.9% |
| Admin fee / account holder | $3,137 | $12,559-75.0% | $10,802-71.0% | $12,315-74.5% |