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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 | $186,751 | $116,434+60.4% | $65,583+184.8% | $139,487+33.9% |
| Participation rate | 100.0% | 67.9%+32.1pp | 65.0%+35.0pp | 80.3%+19.7pp |
| Annual return | 19.60% | 31.34%-11.7pp | 47.46%-27.9pp | 373.84%-354.2pp |
| Employer contribution / active EE | $10,362 | $2,602+298.3% | $1,692+512.3% | $4,755+117.9% |
| Participant deferral / active EE | $28,666 | $4,245+575.3% | $2,833+912.0% | $6,713+327.0% |
| Admin fee / account holder | $31,938 | $6,696+376.9% | $4,112+676.8% | $11,407+180.0% |