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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 | $56,070 | $201,372-72.2% | $184,260-69.6% | $145,884-61.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.74% | 29.04%-18.3pp | 28.84%-18.1pp | 551.85%-541.1pp |
| Employer contribution / active EE | $3,704 | $7,024-47.3% | $6,427-42.4% | $4,662-20.6% |
| Participant deferral / active EE | $22,611 | $9,808+130.5% | $9,133+147.6% | $6,690+238.0% |
| Admin fee / account holder | $76,505 | $16,362+367.6% | $13,898+450.5% | $13,392+471.3% |