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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 | $46,539 | $117,895-60.5% | $102,460-54.6% | $145,897-68.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.43% | 31.92%-21.5pp | 29.47%-19.0pp | 552.29%-541.9pp |
| Employer contribution / active EE | $39,365 | $3,619+987.8% | $3,025+1201.3% | $4,663+744.3% |
| Participant deferral / active EE | $21,999 | $5,736+283.5% | $5,056+335.1% | $6,689+228.9% |
| Admin fee / account holder | $51,365 | $13,353+284.7% | $9,460+443.0% | $13,390+283.6% |