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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 | $159,934-63.3% | $147,005-60.0% | $145,959-59.8% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 20.04% | 98.24%-78.2pp | 418.76%-398.7pp | 561.95%-541.9pp |
| Employer contribution / active EE | $4,267 | $5,287-19.3% | $4,934-13.5% | $4,661-8.5% |
| Participant deferral / active EE | $10,123 | $8,427+20.1% | $8,070+25.4% | $6,689+51.4% |
| Admin fee / account holder | $25,108 | $15,053+66.8% | $13,006+93.0% | $13,398+87.4% |