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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 | $160,028-86.8% | $147,080-85.6% | $145,884-85.5% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 26.66% | 98.60%-71.9pp | 420.17%-393.5pp | 551.85%-525.2pp |
| Employer contribution / active EE | $7,032 | $5,286+33.0% | $4,933+42.5% | $4,662+50.8% |
| Participant deferral / active EE | $15,188 | $8,422+80.3% | $8,066+88.3% | $6,690+127.0% |
| Admin fee / account holder | $9,533 | $15,030-36.6% | $12,989-26.6% | $13,392-28.8% |