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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 | $84,357 | $150,207-43.8% | $120,380-29.9% | $145,978-42.2% |
| Participation rate | 75.0% | 78.8%-3.8pp | 71.9%+3.1pp | 80.3%-5.3pp |
| Annual return | 13.33% | 154.28%-140.9pp | 107.28%-93.9pp | 550.52%-537.2pp |
| Employer contribution / active EE | $11,114 | $4,351+155.4% | $3,465+220.7% | $4,662+138.4% |
| Participant deferral / active EE | $34,572 | $6,175+459.8% | $4,992+592.5% | $6,690+416.8% |
| Admin fee / account holder | $13,749 | $12,203+12.7% | $9,421+45.9% | $13,400+2.6% |