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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 | $85,878 | $157,296-45.4% | $141,191-39.2% | $152,897-43.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.36% | 64.34%-45.0pp | 71.41%-52.0pp | 345.43%-326.1pp |
| Employer contribution / active EE | $10,033 | $5,262+90.7% | $4,736+111.9% | $4,764+110.6% |
| Participant deferral / active EE | $9,142 | $7,111+28.6% | $6,710+36.2% | $5,851+56.2% |
| Admin fee / account holder | $6,386 | $12,125-47.3% | $10,264-37.8% | $11,599-44.9% |