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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 | $56,341 | $114,013-50.6% | $103,693-45.7% | $155,188-63.7% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 80.8%-0.8pp |
| Annual return | 10.26% | 49.31%-39.0pp | 47.61%-37.3pp | 148.84%-138.6pp |
| Employer contribution / active EE | $358 | $3,131-88.6% | $2,920-87.7% | $4,248-91.6% |
| Participant deferral / active EE | $6,940 | $4,970+39.6% | $4,579+51.5% | $6,531+6.3% |
| Admin fee / account holder | $47,212 | $8,407+461.6% | $7,858+500.8% | $14,480+226.1% |