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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 | $92,440 | $183,592-49.6% | $155,567-40.6% | $145,959-36.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.59% | 61.24%-48.6pp | 64.74%-52.1pp | 561.95%-549.4pp |
| Employer contribution / active EE | $1,696 | $5,315-68.1% | $4,674-63.7% | $4,661-63.6% |
| Participant deferral / active EE | $2,140 | $6,464-66.9% | $5,628-62.0% | $6,689-68.0% |
| Admin fee / account holder | $2,847 | $19,318-85.3% | $15,916-82.1% | $13,398-78.7% |