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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 | $108,882-42.2% | $96,754-34.9% | $154,746-59.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 17.99% | 98.39%-80.4pp | 82.04%-64.0pp | 172.34%-154.3pp |
| Employer contribution / active EE | $6,573 | $3,018+117.8% | $2,679+145.3% | $4,379+50.1% |
| Participant deferral / active EE | $17,807 | $5,323+234.5% | $4,758+274.2% | $6,730+164.6% |
| Admin fee / account holder | $7,756 | $10,200-24.0% | $8,905-12.9% | $14,365-46.0% |