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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 | $140,595 | $176,105-20.2% | $159,474-11.8% | $167,536-16.1% |
| Participation rate | 71.4% | 85.0%-13.5pp | 82.8%-11.4pp | 82.1%-10.7pp |
| Annual return | 15.34% | 331.91%-316.6pp | 263.68%-248.3pp | 478.82%-463.5pp |
| Employer contribution / active EE | $1,688 | $5,299-68.1% | $4,831-65.0% | $4,839-65.1% |
| Participant deferral / active EE | $6,075 | $7,751-21.6% | $7,353-17.4% | $6,342-4.2% |
| Admin fee / account holder | $5,800 | $12,559-53.8% | $10,802-46.3% | $12,315-52.9% |