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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 | $117,829-60.5% | $102,423-54.6% | $145,877-68.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.43% | 31.83%-21.4pp | 29.42%-19.0pp | 551.28%-540.9pp |
| Employer contribution / active EE | $39,365 | $3,615+989.1% | $3,023+1202.2% | $4,663+744.2% |
| Participant deferral / active EE | $21,999 | $5,732+283.8% | $5,054+335.2% | $6,691+228.8% |
| Admin fee / account holder | $51,365 | $13,335+285.2% | $9,455+443.3% | $13,402+283.3% |