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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 | $48,874 | $68,097-28.2% | $62,929-22.3% | $137,256-64.4% |
| Participation rate | 91.7% | 77.4%+14.2pp | 73.1%+18.6pp | 80.0%+11.7pp |
| Annual return | 12.27% | 1859.11%-1846.8pp | 1063.93%-1051.7pp | 220.34%-208.1pp |
| Employer contribution / active EE | $1,341 | $2,811-52.3% | $2,505-46.5% | $4,156-67.7% |
| Participant deferral / active EE | $1,791 | $4,553-60.7% | $3,888-53.9% | $6,407-72.1% |
| Admin fee / account holder | $6,710 | $6,521+2.9% | $5,065+32.5% | $12,270-45.3% |