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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 | $97,890 | $103,008-5.0% | $90,304+8.4% | $152,897-36.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 14.03% | 95.22%-81.2pp | 78.13%-64.1pp | 345.43%-331.4pp |
| Employer contribution / active EE | $2,300 | $3,139-26.7% | $2,855-19.4% | $4,764-51.7% |
| Participant deferral / active EE | $9,250 | $4,281+116.1% | $3,885+138.1% | $5,851+58.1% |
| Admin fee / account holder | $1,333 | $6,175-78.4% | $5,354-75.1% | $11,599-88.5% |