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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 | $62,983 | $88,815-29.1% | $81,882-23.1% | $145,897-56.8% |
| Participation rate | 80.0% | 75.1%+4.9pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 13.87% | 1033.75%-1019.9pp | 779.47%-765.6pp | 552.29%-538.4pp |
| Employer contribution / active EE | $3,052 | $3,086-1.1% | $2,916+4.7% | $4,663-34.5% |
| Participant deferral / active EE | $11,658 | $4,647+150.8% | $4,323+169.7% | $6,689+74.3% |
| Admin fee / account holder | $1,018 | $8,434-87.9% | $7,360-86.2% | $13,390-92.4% |