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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 | $39,086 | $183,539-78.7% | $155,556-74.9% | $145,897-73.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.30% | 61.31%-52.0pp | 64.84%-55.5pp | 552.29%-543.0pp |
| Employer contribution / active EE | $3,298 | $5,315-38.0% | $4,675-29.5% | $4,663-29.3% |
| Participant deferral / active EE | $17,860 | $6,467+176.2% | $5,631+217.2% | $6,689+167.0% |
| Admin fee / account holder | $5,534 | $19,275-71.3% | $15,885-65.2% | $13,390-58.7% |