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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 | $35,359 | $160,040-77.9% | $147,096-76.0% | $145,877-75.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.37% | 98.49%-80.1pp | 419.75%-401.4pp | 551.28%-532.9pp |
| Employer contribution / active EE | $10,033 | $5,289+89.7% | $4,936+103.3% | $4,663+115.2% |
| Participant deferral / active EE | $37,775 | $8,429+348.2% | $8,071+368.0% | $6,691+464.6% |
| Admin fee / account holder | $1,761 | $15,050-88.3% | $13,005-86.5% | $13,402-86.9% |