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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 | $100,049 | $183,516-45.5% | $155,534-35.7% | $145,884-31.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 28.99% | 61.43%-32.4pp | 64.92%-35.9pp | 551.85%-522.9pp |
| Employer contribution / active EE | $4,745 | $5,315-10.7% | $4,675+1.5% | $4,662+1.8% |
| Participant deferral / active EE | $9,374 | $6,467+45.0% | $5,630+66.5% | $6,690+40.1% |
| Admin fee / account holder | $1,448 | $19,293-92.5% | $15,900-90.9% | $13,392-89.2% |