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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 | $80,833 | $117,829-31.4% | $102,423-21.1% | $145,877-44.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 8.69% | 31.83%-23.1pp | 29.42%-20.7pp | 551.28%-542.6pp |
| Employer contribution / active EE | $28,870 | $3,615+698.7% | $3,023+855.0% | $4,663+519.1% |
| Participant deferral / active EE | $58,436 | $5,732+919.4% | $5,054+1056.2% | $6,691+773.4% |
| Admin fee / account holder | $37,112 | $13,335+178.3% | $9,455+292.5% | $13,402+176.9% |