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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 | $62,030 | $162,812-61.9% | $133,971-53.7% | $158,966-61.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 19.87% | 41.94%-22.1pp | 45.09%-25.2pp | 302.95%-283.1pp |
| Employer contribution / active EE | $2,942 | $4,976-40.9% | $3,919-24.9% | $4,762-38.2% |
| Participant deferral / active EE | $10,981 | $5,910+85.8% | $5,047+117.6% | $5,983+83.5% |
| Admin fee / account holder | $9,049 | $11,741-22.9% | $8,929+1.3% | $11,250-19.6% |