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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 | $63,089 | $149,679-57.9% | $117,039-46.1% | $147,586-57.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 15.13% | 19.31%-4.2pp | 18.95%-3.8pp | 578.59%-563.5pp |
| Employer contribution / active EE | $2,884 | $4,937-41.6% | $3,785-23.8% | $4,876-40.9% |
| Participant deferral / active EE | $3,576 | $4,912-27.2% | $3,929-9.0% | $5,439-34.2% |
| Admin fee / account holder | $1,006 | $7,856-87.2% | $5,974-83.2% | $10,886-90.8% |