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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 | $85,255 | $165,399-48.5% | $149,745-43.1% | $158,982-46.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.22% | 348.34%-336.1pp | 276.72%-264.5pp | 302.99%-290.8pp |
| Employer contribution / active EE | $4,115 | $5,105-19.4% | $4,646-11.4% | $4,763-13.6% |
| Participant deferral / active EE | $10,000 | $7,183+39.2% | $6,843+46.1% | $5,983+67.1% |
| Admin fee / account holder | $18,911 | $10,811+74.9% | $9,312+103.1% | $11,252+68.1% |