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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 | $108,897-50.7% | $100,378-46.5% | $145,877-63.2% |
| Participation rate | 75.0% | 83.0%-8.0pp | 81.5%-6.5pp | 80.3%-5.3pp |
| Annual return | 14.44% | 58.17%-43.7pp | 49.41%-35.0pp | 551.28%-536.8pp |
| Employer contribution / active EE | $34,956 | $4,420+690.8% | $3,942+786.8% | $4,663+649.7% |
| Participant deferral / active EE | $93,954 | $8,455+1011.3% | $8,087+1061.8% | $6,691+1304.3% |
| Admin fee / account holder | $34,097 | $9,690+251.9% | $7,899+331.7% | $13,402+154.4% |