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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 | $61,209 | $90,486-32.4% | $78,676-22.2% | $273,972-77.7% |
| Participation rate | 72.7% | 76.5%-3.8pp | 73.6%-0.8pp | 83.0%-10.3pp |
| Annual return | 8.41% | 75.62%-67.2pp | 62.19%-53.8pp | 41.46%-33.0pp |
| Employer contribution / active EE | $6,097 | $3,175+92.0% | $2,850+113.9% | $4,869+25.2% |
| Participant deferral / active EE | $10,017 | $3,901+156.8% | $3,517+184.8% | $5,287+89.5% |
| Admin fee / account holder | $3,925 | $5,263-25.4% | $4,510-13.0% | $10,133-61.3% |