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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 | $53,657 | $108,912-50.7% | $100,383-46.5% | $145,959-63.2% |
| Participation rate | 75.0% | 83.0%-8.0pp | 81.5%-6.5pp | 80.3%-5.3pp |
| Annual return | 14.44% | 57.96%-43.5pp | 49.26%-34.8pp | 561.95%-547.5pp |
| Employer contribution / active EE | $34,956 | $4,423+690.4% | $3,944+786.4% | $4,661+650.0% |
| Participant deferral / active EE | $93,954 | $8,451+1011.7% | $8,086+1062.0% | $6,689+1304.7% |
| Admin fee / account holder | $34,097 | $9,690+251.9% | $7,900+331.6% | $13,398+154.5% |