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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 | $21,169 | $159,934-86.8% | $147,005-85.6% | $145,959-85.5% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 26.66% | 98.24%-71.6pp | 418.76%-392.1pp | 561.95%-535.3pp |
| Employer contribution / active EE | $7,032 | $5,287+33.0% | $4,934+42.5% | $4,661+50.9% |
| Participant deferral / active EE | $15,188 | $8,427+80.2% | $8,070+88.2% | $6,689+127.1% |
| Admin fee / account holder | $9,533 | $15,053-36.7% | $13,006-26.7% | $13,398-28.8% |