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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 | $101,527 | $160,040-36.6% | $147,096-31.0% | $145,877-30.4% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 14.38% | 98.49%-84.1pp | 419.75%-405.4pp | 551.28%-536.9pp |
| Employer contribution / active EE | $7,139 | $5,289+35.0% | $4,936+44.6% | $4,663+53.1% |
| Participant deferral / active EE | $38,736 | $8,429+359.6% | $8,071+379.9% | $6,691+479.0% |
| Admin fee / account holder | $6,888 | $15,050-54.2% | $13,005-47.0% | $13,402-48.6% |