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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 | $118,488 | $183,539-35.4% | $155,556-23.8% | $145,897-18.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.12% | 61.31%-45.2pp | 64.84%-48.7pp | 552.29%-536.2pp |
| Employer contribution / active EE | $1,516 | $5,315-71.5% | $4,675-67.6% | $4,663-67.5% |
| Participant deferral / active EE | $18,250 | $6,467+182.2% | $5,631+224.1% | $6,689+172.8% |
| Admin fee / account holder | $12,515 | $19,275-35.1% | $15,885-21.2% | $13,390-6.5% |