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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 | $48,814 | $111,878-56.4% | $93,727-47.9% | $145,897-66.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 12.56% | 204.28%-191.7pp | 133.83%-121.3pp | 552.29%-539.7pp |
| Employer contribution / active EE | $7,009 | $3,092+126.7% | $2,421+189.5% | $4,663+50.3% |
| Participant deferral / active EE | $9,393 | $4,920+90.9% | $4,417+112.6% | $6,689+40.4% |
| Admin fee / account holder | $4,186 | $10,256-59.2% | $8,292-49.5% | $13,390-68.7% |