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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 | $61,133 | $106,236-42.5% | $96,496-36.6% | $139,427-56.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 19.40% | 38.43%-19.0pp | 35.70%-16.3pp | 373.27%-353.9pp |
| Employer contribution / active EE | $8,998 | $4,104+119.3% | $3,738+140.7% | $4,752+89.4% |
| Participant deferral / active EE | $2,011 | $5,455-63.1% | $4,879-58.8% | $6,711-70.0% |
| Admin fee / account holder | $2,528 | $7,879-67.9% | $6,731-62.4% | $11,404-77.8% |