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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 | $74,046 | $157,304-52.9% | $141,197-47.6% | $152,909-51.6% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 19.81% | 64.34%-44.5pp | 71.41%-51.6pp | 345.46%-325.7pp |
| Employer contribution / active EE | $4,150 | $5,263-21.1% | $4,736-12.4% | $4,764-12.9% |
| Participant deferral / active EE | $4,150 | $7,111-41.6% | $6,710-38.2% | $5,851-29.1% |
| Admin fee / account holder | $4,245 | $12,126-65.0% | $10,265-58.6% | $11,601-63.4% |