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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 | $85,598 | $165,381-48.2% | $149,730-42.8% | $158,966-46.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.48% | 348.29%-332.8pp | 276.70%-261.2pp | 302.95%-287.5pp |
| Employer contribution / active EE | $4,098 | $5,104-19.7% | $4,645-11.8% | $4,762-14.0% |
| Participant deferral / active EE | $24,000 | $7,182+234.2% | $6,843+250.7% | $5,983+301.1% |
| Admin fee / account holder | $5,645 | $10,809-47.8% | $9,310-39.4% | $11,250-49.8% |