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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 | $88,778-29.1% | $81,844-23.0% | $145,884-56.8% |
| Participation rate | 80.0% | 75.1%+4.9pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 13.87% | 1033.03%-1019.2pp | 778.87%-765.0pp | 551.85%-538.0pp |
| Employer contribution / active EE | $3,052 | $3,087-1.1% | $2,916+4.7% | $4,662-34.5% |
| Participant deferral / active EE | $11,658 | $4,648+150.8% | $4,323+169.6% | $6,690+74.3% |
| Admin fee / account holder | $1,018 | $8,430-87.9% | $7,355-86.2% | $13,392-92.4% |