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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 | $124,068 | $111,787+11.0% | $93,681+32.4% | $145,978-15.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 12.81% | 203.52%-190.7pp | 133.47%-120.7pp | 550.52%-537.7pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,759 | $4,918-23.6% | $4,415-14.9% | $6,690-43.8% |
| Admin fee / account holder | $7,979 | $10,256-22.2% | $8,290-3.8% | $13,400-40.5% |