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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 | $46,320 | $160,028-71.1% | $147,080-68.5% | $145,884-68.2% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 39.47% | 98.60%-59.1pp | 420.17%-380.7pp | 551.85%-512.4pp |
| Employer contribution / active EE | $8,912 | $5,286+68.6% | $4,933+80.7% | $4,662+91.2% |
| Participant deferral / active EE | $20,002 | $8,422+137.5% | $8,066+148.0% | $6,690+199.0% |
| Admin fee / account holder | $30,952 | $15,030+105.9% | $12,989+138.3% | $13,392+131.1% |