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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 | $80,911 | $166,131-51.3% | $164,975-51.0% | $145,877-44.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.26% | 100.37%-85.1pp | 70.12%-54.9pp | 551.28%-536.0pp |
| Employer contribution / active EE | $7,667 | $5,276+45.3% | $4,343+76.6% | $4,663+64.4% |
| Participant deferral / active EE | $11,539 | $6,962+65.7% | $6,033+91.2% | $6,691+72.5% |
| Admin fee / account holder | $322 | $16,648-98.1% | $12,688-97.5% | $13,402-97.6% |