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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 | $29,609 | $105,158-71.8% | $94,672-68.7% | $139,487-78.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 16.63% | 38.11%-21.5pp | 156.89%-140.3pp | 373.84%-357.2pp |
| Employer contribution / active EE | $2,422 | $4,107-41.0% | $3,673-34.1% | $4,755-49.1% |
| Participant deferral / active EE | $4,680 | $7,599-38.4% | $7,417-36.9% | $6,713-30.3% |
| Admin fee / account holder | $7,401 | $8,972-17.5% | $7,222+2.5% | $11,407-35.1% |