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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 | $28,697 | $160,040-82.1% | $147,096-80.5% | $145,877-80.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.15% | 98.49%-87.3pp | 419.75%-408.6pp | 551.28%-540.1pp |
| Employer contribution / active EE | $4,796 | $5,289-9.3% | $4,936-2.8% | $4,663+2.9% |
| Participant deferral / active EE | $11,941 | $8,429+41.7% | $8,071+47.9% | $6,691+78.5% |
| Admin fee / account holder | $15,370 | $15,050+2.1% | $13,005+18.2% | $13,402+14.7% |