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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 | $50,697 | $160,040-68.3% | $147,096-65.5% | $145,877-65.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.05% | 98.49%-81.4pp | 419.75%-402.7pp | 551.28%-534.2pp |
| Employer contribution / active EE | $1,281 | $5,289-75.8% | $4,936-74.0% | $4,663-72.5% |
| Participant deferral / active EE | $10,010 | $8,429+18.8% | $8,071+24.0% | $6,691+49.6% |
| Admin fee / account holder | $31,581 | $15,050+109.8% | $13,005+142.8% | $13,402+135.6% |