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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 | $67,979 | $114,013-40.4% | $103,693-34.4% | $155,188-56.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 8.01% | 49.31%-41.3pp | 47.61%-39.6pp | 148.84%-140.8pp |
| Employer contribution / active EE | $92,583 | $3,131+2856.8% | $2,920+3070.3% | $4,248+2079.5% |
| Participant deferral / active EE | $194,030 | $4,970+3804.2% | $4,579+4137.2% | $6,531+2870.8% |
| Admin fee / account holder | $161,131 | $8,407+1816.6% | $7,858+1950.5% | $14,480+1012.8% |