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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 | $132,957 | $73,518+80.9% | $63,005+111.0% | $147,585-9.9% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.8%+12.7pp | 82.8%+4.7pp |
| Annual return | 12.00% | 175.46%-163.5pp | 87.59%-75.6pp | 578.58%-566.6pp |
| Employer contribution / active EE | $3,645 | $3,322+9.7% | $2,760+32.1% | $4,876-25.3% |
| Participant deferral / active EE | $6,687 | $4,183+59.9% | $3,329+100.9% | $5,439+23.0% |
| Admin fee / account holder | $2,993 | $5,952-49.7% | $3,599-16.8% | $10,886-72.5% |