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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 | $117,846-60.5% | $102,434-54.6% | $145,884-68.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.43% | 31.90%-21.5pp | 29.46%-19.0pp | 551.85%-541.4pp |
| Employer contribution / active EE | $39,365 | $3,615+989.0% | $3,023+1202.1% | $4,662+744.3% |
| Participant deferral / active EE | $21,999 | $5,733+283.7% | $5,055+335.2% | $6,690+228.8% |
| Admin fee / account holder | $51,365 | $13,356+284.6% | $9,462+442.9% | $13,392+283.6% |