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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 | $48,614 | $105,158-53.8% | $94,672-48.6% | $139,487-65.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 16.01% | 38.11%-22.1pp | 156.89%-140.9pp | 373.84%-357.8pp |
| Employer contribution / active EE | $11,401 | $4,107+177.6% | $3,673+210.4% | $4,755+139.8% |
| Participant deferral / active EE | $18,913 | $7,599+148.9% | $7,417+155.0% | $6,713+181.8% |
| Admin fee / account holder | $9,281 | $8,972+3.4% | $7,222+28.5% | $11,407-18.6% |