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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 | $106,280-42.5% | $96,538-36.7% | $139,487-56.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 19.40% | 38.48%-19.1pp | 35.74%-16.3pp | 373.84%-354.4pp |
| Employer contribution / active EE | $8,998 | $4,107+119.1% | $3,740+140.6% | $4,755+89.3% |
| Participant deferral / active EE | $2,011 | $5,457-63.1% | $4,880-58.8% | $6,713-70.0% |
| Admin fee / account holder | $2,528 | $7,888-68.0% | $6,737-62.5% | $11,407-77.8% |