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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 | $58,733 | $160,070-63.3% | $147,117-60.1% | $145,897-59.7% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 20.04% | 98.69%-78.7pp | 420.54%-400.5pp | 552.29%-532.3pp |
| Employer contribution / active EE | $4,267 | $5,285-19.3% | $4,932-13.5% | $4,663-8.5% |
| Participant deferral / active EE | $10,123 | $8,419+20.2% | $8,065+25.5% | $6,689+51.3% |
| Admin fee / account holder | $25,108 | $15,035+67.0% | $12,993+93.2% | $13,390+87.5% |