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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 | $54,429 | $106,588-48.9% | $94,215-42.2% | $155,188-64.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 70.0%+30.0pp | 80.8%+19.2pp |
| Annual return | 18.55% | 29.39%-10.8pp | 28.22%-9.7pp | 148.84%-130.3pp |
| Employer contribution / active EE | $30,749 | $3,080+898.5% | $2,675+1049.4% | $4,248+623.9% |
| Participant deferral / active EE | $99,570 | $4,802+1973.3% | $4,276+2228.7% | $6,531+1424.5% |
| Admin fee / account holder | $5,094 | $12,281-58.5% | $10,216-50.1% | $14,480-64.8% |