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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 | $87,088 | $183,516-52.5% | $155,534-44.0% | $145,884-40.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 18.37% | 61.43%-43.1pp | 64.92%-46.5pp | 551.85%-533.5pp |
| Employer contribution / active EE | $3,232 | $5,315-39.2% | $4,675-30.9% | $4,662-30.7% |
| Participant deferral / active EE | $30,500 | $6,467+371.7% | $5,630+441.7% | $6,690+355.9% |
| Admin fee / account holder | $25,884 | $19,293+34.2% | $15,900+62.8% | $13,392+93.3% |