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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 | $36,874 | $160,070-77.0% | $147,117-74.9% | $145,897-74.7% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 13.04% | 98.69%-85.6pp | 420.54%-407.5pp | 552.29%-539.2pp |
| Employer contribution / active EE | $3,459 | $5,285-34.6% | $4,932-29.9% | $4,663-25.8% |
| Participant deferral / active EE | $7,074 | $8,419-16.0% | $8,065-12.3% | $6,689+5.8% |
| Admin fee / account holder | $11,328 | $15,035-24.7% | $12,993-12.8% | $13,390-15.4% |