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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 | $160,040-32.6% | $147,096-26.7% | $145,877-26.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.76% | 98.49%-86.7pp | 419.75%-408.0pp | 551.28%-539.5pp |
| Employer contribution / active EE | $4,883 | $5,289-7.7% | $4,936-1.1% | $4,663+4.7% |
| Participant deferral / active EE | $13,346 | $8,429+58.3% | $8,071+65.4% | $6,691+99.5% |
| Admin fee / account holder | $3,387 | $15,050-77.5% | $13,005-74.0% | $13,402-74.7% |