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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 | $72,489 | $166,131-56.4% | $164,975-56.1% | $145,877-50.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.20% | 100.37%-87.2pp | 70.12%-56.9pp | 551.28%-538.1pp |
| Employer contribution / active EE | $2,000 | $5,276-62.1% | $4,343-53.9% | $4,663-57.1% |
| Participant deferral / active EE | $14,138 | $6,962+103.1% | $6,033+134.3% | $6,691+111.3% |
| Admin fee / account holder | $1,311 | $16,648-92.1% | $12,688-89.7% | $13,402-90.2% |