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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 | $88,996-38.8% | $78,004-30.2% | $138,895-60.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.4%+30.6pp | 79.9%+20.1pp |
| Annual return | 18.55% | 28.03%-9.5pp | 31.07%-12.5pp | 145.39%-126.8pp |
| Employer contribution / active EE | $30,749 | $2,917+954.1% | $2,469+1145.5% | $4,194+633.1% |
| Participant deferral / active EE | $99,570 | $4,724+2007.7% | $4,092+2333.4% | $6,396+1456.7% |
| Admin fee / account holder | $5,094 | $8,807-42.2% | $7,578-32.8% | $12,562-59.4% |