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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 | $89,527 | $148,623-39.8% | $135,974-34.2% | $139,466-35.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.00% | 79.30%-64.3pp | 68.30%-53.3pp | 373.66%-358.7pp |
| Employer contribution / active EE | $1,845 | $5,246-64.8% | $4,859-62.0% | $4,754-61.2% |
| Participant deferral / active EE | $4,869 | $8,103-39.9% | $7,760-37.3% | $6,712-27.5% |
| Admin fee / account holder | $15,400 | $12,406+24.1% | $10,767+43.0% | $11,409+35.0% |