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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 | $20,914 | $160,040-86.9% | $147,096-85.8% | $145,877-85.7% |
| Participation rate | 90.5% | 84.0%+6.5pp | 82.2%+8.3pp | 80.3%+10.2pp |
| Annual return | 13.94% | 98.49%-84.6pp | 419.75%-405.8pp | 551.28%-537.3pp |
| Employer contribution / active EE | $2,049 | $5,289-61.3% | $4,936-58.5% | $4,663-56.1% |
| Participant deferral / active EE | $6,174 | $8,429-26.7% | $8,071-23.5% | $6,691-7.7% |
| Admin fee / account holder | $1,286 | $15,050-91.5% | $13,005-90.1% | $13,402-90.4% |