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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 | $42,379 | $159,934-73.5% | $147,005-71.2% | $145,959-71.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 22.95% | 98.24%-75.3pp | 418.76%-395.8pp | 561.95%-539.0pp |
| Employer contribution / active EE | $2,164 | $5,287-59.1% | $4,934-56.2% | $4,661-53.6% |
| Participant deferral / active EE | $9,155 | $8,427+8.6% | $8,070+13.4% | $6,689+36.9% |
| Admin fee / account holder | $8,391 | $15,053-44.3% | $13,006-35.5% | $13,398-37.4% |