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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 | $59,177 | $69,248-14.5% | $64,101-7.7% | $139,466-57.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 11.83% | 45.95%-34.1pp | 33.72%-21.9pp | 373.66%-361.8pp |
| Employer contribution / active EE | $2,521 | $3,185-20.8% | $2,749-8.3% | $4,754-47.0% |
| Participant deferral / active EE | $3,600 | $4,682-23.1% | $3,881-7.2% | $6,712-46.4% |
| Admin fee / account holder | $2,113 | $4,247-50.2% | $3,070-31.2% | $11,409-81.5% |