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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 | $59,297 | $109,908-46.0% | $97,161-39.0% | $145,978-59.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 14.64% | 243.80%-229.2pp | 75.36%-60.7pp | 550.52%-535.9pp |
| Employer contribution / active EE | $2,228 | $3,077-27.6% | $2,723-18.2% | $4,662-52.2% |
| Participant deferral / active EE | $18,151 | $4,679+288.0% | $4,265+325.6% | $6,690+171.3% |
| Admin fee / account holder | $4,275 | $6,213-31.2% | $5,647-24.3% | $13,400-68.1% |