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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 | $106,735 | $97,125+9.9% | $86,233+23.8% | $137,256-22.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 14.73% | 74.19%-59.5pp | 61.39%-46.7pp | 220.34%-205.6pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $31,000 | $5,180+498.5% | $4,559+580.0% | $6,407+383.9% |
| Admin fee / account holder | $17,072 | $9,725+75.6% | $8,342+104.6% | $12,270+39.1% |