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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 | $51,209 | $132,634-61.4% | $115,768-55.8% | $137,256-62.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 14.32% | 160.70%-146.4pp | 100.46%-86.1pp | 220.34%-206.0pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $8,268 | $5,619+47.2% | $4,917+68.2% | $6,407+29.1% |
| Admin fee / account holder | $2,840 | $15,028-81.1% | $12,439-77.2% | $12,270-76.9% |