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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 | $59,113 | $196,972-70.0% | $182,262-67.6% | $198,609-70.2% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 16.55% | 158.27%-141.7pp | 140.60%-124.0pp | 202.70%-186.1pp |
| Employer contribution / active EE | $7,536 | $5,364+40.5% | $5,046+49.4% | $5,055+49.1% |
| Participant deferral / active EE | $13,809 | $8,643+59.8% | $8,276+66.8% | $6,977+97.9% |
| Admin fee / account holder | $7,502 | $18,429-59.3% | $16,712-55.1% | $19,030-60.6% |