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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 | $90,616 | $160,070-43.4% | $147,117-38.4% | $145,897-37.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.59% | 98.69%-86.1pp | 420.54%-407.9pp | 552.29%-539.7pp |
| Employer contribution / active EE | $1,520 | $5,285-71.2% | $4,932-69.2% | $4,663-67.4% |
| Participant deferral / active EE | $30,500 | $8,419+262.3% | $8,065+278.2% | $6,689+356.0% |
| Admin fee / account holder | $7,779 | $15,035-48.3% | $12,993-40.1% | $13,390-41.9% |