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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 | $42,007 | $70,121-40.1% | $63,803-34.2% | $138,895-69.8% |
| Participation rate | 85.7% | 77.2%+8.5pp | 72.7%+13.0pp | 79.9%+5.8pp |
| Annual return | 13.58% | 946.48%-932.9pp | 543.72%-530.1pp | 145.39%-131.8pp |
| Employer contribution / active EE | $3,697 | $2,882+28.3% | $2,532+46.0% | $4,194-11.8% |
| Participant deferral / active EE | $1,869 | $4,535-58.8% | $3,843-51.4% | $6,396-70.8% |
| Admin fee / account holder | $7,629 | $6,738+13.2% | $5,196+46.8% | $12,562-39.3% |