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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 | $89,443 | $157,296-43.1% | $141,191-36.7% | $152,897-41.5% |
| Participation rate | 92.9% | 84.8%+8.0pp | 82.5%+10.4pp | 82.5%+10.4pp |
| Annual return | 42.69% | 64.34%-21.6pp | 71.41%-28.7pp | 345.43%-302.7pp |
| Employer contribution / active EE | $1,298 | $5,262-75.3% | $4,736-72.6% | $4,764-72.8% |
| Participant deferral / active EE | $5,782 | $7,111-18.7% | $6,710-13.8% | $5,851-1.2% |
| Admin fee / account holder | $16,214 | $12,125+33.7% | $10,264+58.0% | $11,599+39.8% |