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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 | $62,966 | $107,809-41.6% | $97,032-35.1% | $155,188-59.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 17.99% | 38.06%-20.1pp | 35.38%-17.4pp | 148.84%-130.8pp |
| Employer contribution / active EE | $6,573 | $2,911+125.8% | $2,629+150.0% | $4,248+54.7% |
| Participant deferral / active EE | $17,807 | $5,129+247.1% | $4,672+281.1% | $6,531+172.6% |
| Admin fee / account holder | $7,756 | $10,717-27.6% | $9,418-17.6% | $14,480-46.4% |