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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 | $87,524 | $181,062-51.7% | $158,223-44.7% | $155,188-43.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 18.93% | 57.39%-38.5pp | 52.09%-33.2pp | 148.84%-129.9pp |
| Employer contribution / active EE | $11,421 | $4,565+150.2% | $4,109+178.0% | $4,248+168.9% |
| Participant deferral / active EE | $38,033 | $6,134+520.0% | $5,467+595.7% | $6,531+482.3% |
| Admin fee / account holder | $7,419 | $18,825-60.6% | $16,047-53.8% | $14,480-48.8% |