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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 | $80,553 | $183,592-56.1% | $155,574-48.2% | $145,877-44.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.20% | 61.37%-45.2pp | 64.87%-48.7pp | 551.28%-535.1pp |
| Employer contribution / active EE | $5,081 | $5,317-4.4% | $4,676+8.7% | $4,663+9.0% |
| Participant deferral / active EE | $5,606 | $6,466-13.3% | $5,629-0.4% | $6,691-16.2% |
| Admin fee / account holder | $27,181 | $19,316+40.7% | $15,914+70.8% | $13,402+102.8% |