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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 | $74,059 | $124,980-40.7% | $108,359-31.7% | $154,746-52.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 15.64% | 45.00%-29.4pp | 36.89%-21.3pp | 172.34%-156.7pp |
| Employer contribution / active EE | $26,950 | $2,851+845.4% | $2,399+1023.2% | $4,379+515.4% |
| Participant deferral / active EE | $88,631 | $4,743+1768.7% | $4,137+2042.4% | $6,730+1216.9% |
| Admin fee / account holder | $30,989 | $11,502+169.4% | $9,741+218.1% | $14,365+115.7% |