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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 | $107,853 | $159,934-32.6% | $147,005-26.6% | $145,959-26.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.76% | 98.24%-86.5pp | 418.76%-407.0pp | 561.95%-550.2pp |
| Employer contribution / active EE | $4,883 | $5,287-7.7% | $4,934-1.0% | $4,661+4.8% |
| Participant deferral / active EE | $13,346 | $8,427+58.4% | $8,070+65.4% | $6,689+99.5% |
| Admin fee / account holder | $3,387 | $15,053-77.5% | $13,006-74.0% | $13,398-74.7% |