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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 | $77,530 | $108,912-28.8% | $100,383-22.8% | $145,959-46.9% |
| Participation rate | 90.0% | 83.0%+7.0pp | 81.5%+8.5pp | 80.3%+9.7pp |
| Annual return | 14.00% | 57.96%-44.0pp | 49.26%-35.3pp | 561.95%-548.0pp |
| Employer contribution / active EE | $0 | $4,423-100.0% | $3,944-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $17,474 | $8,451+106.8% | $8,086+116.1% | $6,689+161.3% |
| Admin fee / account holder | $3,831 | $9,690-60.5% | $7,900-51.5% | $13,398-71.4% |