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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 | $41,184 | $109,904-62.5% | $97,167-57.6% | $145,959-71.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 20.23% | 243.43%-223.2pp | 75.27%-55.0pp | 561.95%-541.7pp |
| Employer contribution / active EE | $3,814 | $3,084+23.7% | $2,729+39.8% | $4,661-18.2% |
| Participant deferral / active EE | $11,442 | $4,676+144.7% | $4,264+168.4% | $6,689+71.1% |
| Admin fee / account holder | $4,237 | $6,216-31.8% | $5,650-25.0% | $13,398-68.4% |