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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 | $59,435 | $177,353-66.5% | $158,226-62.4% | $198,609-70.1% |
| Participation rate | 75.0% | 77.0%-2.0pp | 74.8%+0.2pp | 82.4%-7.4pp |
| Annual return | 9.22% | 599.50%-590.3pp | 501.41%-492.2pp | 202.70%-193.5pp |
| Employer contribution / active EE | $1,778 | $3,239-45.1% | $2,986-40.4% | $5,055-64.8% |
| Participant deferral / active EE | $14,723 | $4,615+219.0% | $4,317+241.0% | $6,977+111.0% |
| Admin fee / account holder | $9,407 | $10,960-14.2% | $10,217-7.9% | $19,030-50.6% |