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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 | $43,464 | $68,097-36.2% | $62,929-30.9% | $137,256-68.3% |
| Participation rate | 80.0% | 77.4%+2.6pp | 73.1%+6.9pp | 80.0%0pp |
| Annual return | 13.70% | 1859.11%-1845.4pp | 1063.93%-1050.2pp | 220.34%-206.6pp |
| Employer contribution / active EE | $3,096 | $2,811+10.1% | $2,505+23.6% | $4,156-25.5% |
| Participant deferral / active EE | $3,096 | $4,553-32.0% | $3,888-20.4% | $6,407-51.7% |
| Admin fee / account holder | $6,431 | $6,521-1.4% | $5,065+27.0% | $12,270-47.6% |