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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 | $87,518 | $134,817-35.1% | $123,973-29.4% | $155,188-43.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 8.56% | 515.49%-506.9pp | 388.13%-379.6pp | 148.84%-140.3pp |
| Employer contribution / active EE | $1,313 | $4,425-70.3% | $4,126-68.2% | $4,248-69.1% |
| Participant deferral / active EE | $3,939 | $5,706-31.0% | $5,247-24.9% | $6,531-39.7% |
| Admin fee / account holder | $46,534 | $13,245+251.3% | $11,799+294.4% | $14,480+221.4% |