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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 | $183,592-45.5% | $155,574-35.7% | $145,877-31.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 28.99% | 61.37%-32.4pp | 64.87%-35.9pp | 551.28%-522.3pp |
| Employer contribution / active EE | $4,745 | $5,317-10.8% | $4,676+1.5% | $4,663+1.8% |
| Participant deferral / active EE | $9,374 | $6,466+45.0% | $5,629+66.5% | $6,691+40.1% |
| Admin fee / account holder | $1,448 | $19,316-92.5% | $15,914-90.9% | $13,402-89.2% |