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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 | $68,271 | $152,592-55.3% | $125,180-45.5% | $152,885-55.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 21.59% | 54.84%-33.3pp | 43.79%-22.2pp | 345.39%-323.8pp |
| Employer contribution / active EE | $21,924 | $4,947+343.2% | $3,866+467.1% | $4,763+360.3% |
| Participant deferral / active EE | $32,954 | $5,868+461.6% | $4,937+567.5% | $5,851+463.2% |
| Admin fee / account holder | $3,559 | $13,435-73.5% | $9,703-63.3% | $11,598-69.3% |