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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 | $104,194 | $114,119-8.7% | $107,187-2.8% | $138,895-25.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 17.60% | 273.21%-255.6pp | 204.55%-186.9pp | 145.39%-127.8pp |
| Employer contribution / active EE | $1,727 | $4,059-57.4% | $3,782-54.3% | $4,194-58.8% |
| Participant deferral / active EE | $5,218 | $5,538-5.8% | $5,096+2.4% | $6,396-18.4% |
| Admin fee / account holder | $4,627 | $10,024-53.8% | $9,162-49.5% | $12,562-63.2% |