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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 | $99,053-36.4% | $88,179-28.6% | $138,895-54.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 17.99% | 78.17%-60.2pp | 64.97%-47.0pp | 145.39%-127.4pp |
| Employer contribution / active EE | $6,573 | $2,882+128.1% | $2,549+157.8% | $4,194+56.7% |
| Participant deferral / active EE | $17,807 | $5,225+240.8% | $4,614+286.0% | $6,396+178.4% |
| Admin fee / account holder | $7,756 | $8,748-11.3% | $7,673+1.1% | $12,562-38.3% |