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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 | $97,125-35.2% | $86,233-27.0% | $137,256-54.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 17.99% | 74.19%-56.2pp | 61.39%-43.4pp | 220.34%-202.3pp |
| Employer contribution / active EE | $6,573 | $2,841+131.3% | $2,504+162.5% | $4,156+58.2% |
| Participant deferral / active EE | $17,807 | $5,180+243.8% | $4,559+290.6% | $6,407+177.9% |
| Admin fee / account holder | $7,756 | $9,725-20.2% | $8,342-7.0% | $12,270-36.8% |