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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 | $63,900 | $115,225-44.5% | $100,712-36.6% | $138,895-54.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 14.72% | 40.35%-25.6pp | 33.27%-18.5pp | 145.39%-130.7pp |
| Employer contribution / active EE | $7,990 | $2,771+188.3% | $2,313+245.5% | $4,194+90.5% |
| Participant deferral / active EE | $23,024 | $4,699+390.0% | $4,085+463.6% | $6,396+260.0% |
| Admin fee / account holder | $5,352 | $10,844-50.6% | $9,256-42.2% | $12,562-57.4% |