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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 | $53,990 | $115,917-53.4% | $100,535-46.3% | $158,982-66.0% |
| Participation rate | 80.0% | 81.6%-1.6pp | 79.4%+0.6pp | 82.0%-2.0pp |
| Annual return | 17.89% | 34.80%-16.9pp | 30.90%-13.0pp | 302.99%-285.1pp |
| Employer contribution / active EE | $1,571 | $4,105-61.7% | $3,419-54.1% | $4,763-67.0% |
| Participant deferral / active EE | $3,758 | $6,677-43.7% | $6,271-40.1% | $5,983-37.2% |
| Admin fee / account holder | $3,387 | $11,002-69.2% | $8,085-58.1% | $11,252-69.9% |