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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 | $62,676 | $103,008-39.2% | $90,304-30.6% | $152,897-59.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 22.04% | 95.22%-73.2pp | 78.13%-56.1pp | 345.43%-323.4pp |
| Employer contribution / active EE | $4,007 | $3,139+27.6% | $2,855+40.4% | $4,764-15.9% |
| Participant deferral / active EE | $23,212 | $4,281+442.2% | $3,885+497.5% | $5,851+296.7% |
| Admin fee / account holder | $608 | $6,175-90.2% | $5,354-88.6% | $11,599-94.8% |