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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 | $129,655 | $176,402-26.5% | $134,162-3.4% | $158,982-18.4% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 16.79% | 63.66%-46.9pp | 36.35%-19.6pp | 302.99%-286.2pp |
| Employer contribution / active EE | $4,500 | $5,042-10.7% | $3,705+21.5% | $4,763-5.5% |
| Participant deferral / active EE | $12,592 | $4,093+207.7% | $3,500+259.8% | $5,983+110.5% |
| Admin fee / account holder | $1,574 | $8,719-81.9% | $6,685-76.5% | $11,252-86.0% |