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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 | $108,897-28.8% | $100,378-22.8% | $145,877-46.9% |
| Participation rate | 90.0% | 83.0%+7.0pp | 81.5%+8.5pp | 80.3%+9.7pp |
| Annual return | 14.00% | 58.17%-44.2pp | 49.41%-35.4pp | 551.28%-537.3pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,942-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $17,474 | $8,455+106.7% | $8,087+116.1% | $6,691+161.2% |
| Admin fee / account holder | $3,831 | $9,690-60.5% | $7,899-51.5% | $13,402-71.4% |