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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 | $68,173 | $211,288-67.7% | $178,540-61.8% | $145,884-53.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 8.65% | 30.27%-21.6pp | 27.15%-18.5pp | 551.85%-543.2pp |
| Employer contribution / active EE | $14,029 | $4,574+206.7% | $3,953+254.9% | $4,662+200.9% |
| Participant deferral / active EE | $13,820 | $6,967+98.4% | $6,281+120.0% | $6,690+106.6% |
| Admin fee / account holder | $79,397 | $12,105+555.9% | $10,424+661.7% | $13,392+492.9% |