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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 | $160,040-63.3% | $147,096-60.1% | $145,877-59.7% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 20.04% | 98.49%-78.5pp | 419.75%-399.7pp | 551.28%-531.2pp |
| Employer contribution / active EE | $4,267 | $5,289-19.3% | $4,936-13.6% | $4,663-8.5% |
| Participant deferral / active EE | $10,123 | $8,429+20.1% | $8,071+25.4% | $6,691+51.3% |
| Admin fee / account holder | $25,108 | $15,050+66.8% | $13,005+93.1% | $13,402+87.3% |