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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 | $160,028-86.9% | $147,080-85.8% | $145,884-85.7% |
| Participation rate | 90.5% | 84.0%+6.5pp | 82.2%+8.3pp | 80.3%+10.2pp |
| Annual return | 13.94% | 98.60%-84.7pp | 420.17%-406.2pp | 551.85%-537.9pp |
| Employer contribution / active EE | $2,049 | $5,286-61.2% | $4,933-58.5% | $4,662-56.0% |
| Participant deferral / active EE | $6,174 | $8,422-26.7% | $8,066-23.5% | $6,690-7.7% |
| Admin fee / account holder | $1,286 | $15,030-91.4% | $12,989-90.1% | $13,392-90.4% |