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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 | $46,509 | $69,274-32.9% | $64,097-27.4% | $139,487-66.7% |
| Participation rate | 83.3% | 75.6%+7.7pp | 72.3%+11.0pp | 80.3%+3.0pp |
| Annual return | 16.89% | 46.00%-29.1pp | 33.75%-16.9pp | 373.84%-357.0pp |
| Employer contribution / active EE | $1,380 | $3,187-56.7% | $2,750-49.8% | $4,755-71.0% |
| Participant deferral / active EE | $4,688 | $4,685+0.1% | $3,881+20.8% | $6,713-30.2% |
| Admin fee / account holder | $18,196 | $4,247+328.5% | $3,070+492.8% | $11,407+59.5% |