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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 | $59,062 | $160,040-63.1% | $147,096-59.8% | $145,877-59.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.72% | 98.49%-85.8pp | 419.75%-407.0pp | 551.28%-538.6pp |
| Employer contribution / active EE | $10,157 | $5,289+92.0% | $4,936+105.8% | $4,663+117.8% |
| Participant deferral / active EE | $39,603 | $8,429+369.9% | $8,071+390.7% | $6,691+491.9% |
| Admin fee / account holder | $30,189 | $15,050+100.6% | $13,005+132.1% | $13,402+125.3% |