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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 | $106,967 | $197,637-45.9% | $177,848-39.9% | $158,982-32.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 6.87% | 58.77%-51.9pp | 48.33%-41.5pp | 302.99%-296.1pp |
| Employer contribution / active EE | $1,794 | $6,698-73.2% | $5,919-69.7% | $4,763-62.3% |
| Participant deferral / active EE | $3,706 | $8,405-55.9% | $7,714-52.0% | $5,983-38.1% |
| Admin fee / account holder | $7,084 | $15,406-54.0% | $12,431-43.0% | $11,252-37.0% |