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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 | $68,908 | $148,629-53.6% | $135,982-49.3% | $139,487-50.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.51% | 79.33%-64.8pp | 68.32%-53.8pp | 373.84%-359.3pp |
| Employer contribution / active EE | $29,866 | $5,247+469.3% | $4,859+514.6% | $4,755+528.1% |
| Participant deferral / active EE | $80,028 | $8,102+887.7% | $7,760+931.3% | $6,713+1092.2% |
| Admin fee / account holder | $3,865 | $12,406-68.8% | $10,767-64.1% | $11,407-66.1% |