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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 | $76,662 | $108,212-29.2% | $77,513-1.1% | $158,966-51.8% |
| Participation rate | 80.0% | 64.4%+15.6pp | 54.2%+25.8pp | 82.0%-2.0pp |
| Annual return | 3.24% | 31.67%-28.4pp | 54.81%-51.6pp | 302.95%-299.7pp |
| Employer contribution / active EE | $8,431 | $1,325+536.3% | $987+754.5% | $4,762+77.0% |
| Participant deferral / active EE | $16,920 | $2,455+589.1% | $1,861+809.2% | $5,983+182.8% |
| Admin fee / account holder | $23,629 | $3,709+537.1% | $2,859+726.5% | $11,250+110.0% |