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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 | $105,522 | $95,664+10.3% | $76,902+37.2% | $139,487-24.3% |
| Participation rate | 83.3% | 74.0%+9.3pp | 69.6%+13.7pp | 80.3%+3.0pp |
| Annual return | 15.50% | 55.03%-39.5pp | 37.91%-22.4pp | 373.84%-358.3pp |
| Employer contribution / active EE | $493 | $3,147-84.3% | $2,534-80.5% | $4,755-89.6% |
| Participant deferral / active EE | $4,910 | $4,626+6.1% | $3,833+28.1% | $6,713-26.9% |
| Admin fee / account holder | $21,444 | $8,311+158.0% | $5,479+291.4% | $11,407+88.0% |