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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 | $67,474 | $108,911-38.0% | $100,392-32.8% | $145,884-53.7% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 16.59% | 58.23%-41.6pp | 49.45%-32.9pp | 551.85%-535.3pp |
| Employer contribution / active EE | $3,324 | $4,420-24.8% | $3,941-15.7% | $4,662-28.7% |
| Participant deferral / active EE | $5,852 | $8,459-30.8% | $8,090-27.7% | $6,690-12.5% |
| Admin fee / account holder | $25,652 | $9,698+164.5% | $7,904+224.5% | $13,392+91.6% |