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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 | $33,457 | $159,934-79.1% | $147,005-77.2% | $145,959-77.1% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 10.17% | 98.24%-88.1pp | 418.76%-408.6pp | 561.95%-551.8pp |
| Employer contribution / active EE | $2,864 | $5,287-45.8% | $4,934-42.0% | $4,661-38.6% |
| Participant deferral / active EE | $5,412 | $8,427-35.8% | $8,070-32.9% | $6,689-19.1% |
| Admin fee / account holder | $4,077 | $15,053-72.9% | $13,006-68.7% | $13,398-69.6% |