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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 | $113,640 | $116,203-2.2% | $93,621+21.4% | $152,897-25.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 18.50% | 35.96%-17.5pp | 32.76%-14.3pp | 345.43%-326.9pp |
| Employer contribution / active EE | $2,388 | $3,219-25.8% | $2,719-12.2% | $4,764-49.9% |
| Participant deferral / active EE | $7,532 | $4,605+63.6% | $4,070+85.1% | $5,851+28.7% |
| Admin fee / account holder | $39,194 | $10,751+264.6% | $7,890+396.7% | $11,599+237.9% |