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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 | $80,162 | $176,077-54.5% | $159,455-49.7% | $167,518-52.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.83% | 331.83%-318.0pp | 263.63%-249.8pp | 478.71%-464.9pp |
| Employer contribution / active EE | $3,675 | $5,298-30.6% | $4,830-23.9% | $4,838-24.0% |
| Participant deferral / active EE | $9,522 | $7,751+22.8% | $7,353+29.5% | $6,342+50.1% |
| Admin fee / account holder | $40,911 | $12,556+225.8% | $10,800+278.8% | $12,312+232.3% |