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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 | $54,235 | $118,877-54.4% | $96,570-43.8% | $167,536-67.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 8.42% | 50.50%-42.1pp | 37.79%-29.4pp | 478.82%-470.4pp |
| Employer contribution / active EE | $4,076 | $3,121+30.6% | $2,357+72.9% | $4,839-15.8% |
| Participant deferral / active EE | $10,522 | $4,617+127.9% | $3,849+173.3% | $6,342+65.9% |
| Admin fee / account holder | $19,590 | $8,069+142.8% | $6,182+216.9% | $12,315+59.1% |