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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 | $123,155-48.1% | $108,753-41.2% | $155,188-58.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 14.72% | 44.73%-30.0pp | 37.47%-22.7pp | 148.84%-134.1pp |
| Employer contribution / active EE | $7,990 | $2,811+184.2% | $2,427+229.3% | $4,248+88.1% |
| Participant deferral / active EE | $23,024 | $4,623+398.0% | $4,115+459.6% | $6,531+252.5% |
| Admin fee / account holder | $5,352 | $12,126-55.9% | $10,320-48.1% | $14,480-63.0% |