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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 | $90,979 | $157,276-42.2% | $141,177-35.6% | $152,885-40.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.61% | 64.33%-44.7pp | 71.40%-51.8pp | 345.39%-325.8pp |
| Employer contribution / active EE | $18,327 | $5,262+248.3% | $4,736+287.0% | $4,763+284.8% |
| Participant deferral / active EE | $47,789 | $7,110+572.1% | $6,710+612.2% | $5,851+716.8% |
| Admin fee / account holder | $92,777 | $12,123+665.3% | $10,263+804.0% | $11,598+699.9% |