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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 | $123,433 | $115,866+6.5% | $65,328+88.9% | $139,456-11.5% |
| Participation rate | 100.0% | 67.8%+32.2pp | 64.9%+35.1pp | 80.3%+19.7pp |
| Annual return | 13.07% | 31.21%-18.1pp | 47.39%-34.3pp | 373.45%-360.4pp |
| Employer contribution / active EE | $4,911 | $2,600+88.9% | $1,692+190.2% | $4,753+3.3% |
| Participant deferral / active EE | $22,376 | $4,242+427.5% | $2,832+690.2% | $6,711+233.4% |
| Admin fee / account holder | $9,095 | $6,705+35.6% | $4,116+121.0% | $11,407-20.3% |