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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 | $86,702 | $90,486-4.2% | $78,676+10.2% | $273,972-68.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.91% | 75.62%-68.7pp | 62.19%-55.3pp | 41.46%-34.5pp |
| Employer contribution / active EE | $7,986 | $3,175+151.5% | $2,850+180.2% | $4,869+64.0% |
| Participant deferral / active EE | $13,354 | $3,901+242.3% | $3,517+279.7% | $5,287+152.6% |
| Admin fee / account holder | $5,117 | $5,263-2.8% | $4,510+13.5% | $10,133-49.5% |