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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 | $74,620 | $142,354-47.6% | $125,529-40.6% | $155,188-51.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.7%+25.3pp | 80.8%+19.2pp |
| Annual return | 12.63% | 306.06%-293.4pp | 202.56%-189.9pp | 148.84%-136.2pp |
| Employer contribution / active EE | $1,554 | $3,501-55.6% | $3,058-49.2% | $4,248-63.4% |
| Participant deferral / active EE | $14,759 | $5,491+168.8% | $4,813+206.7% | $6,531+126.0% |
| Admin fee / account holder | $12,634 | $19,392-34.8% | $16,298-22.5% | $14,480-12.7% |