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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 | $160,028-73.5% | $147,080-71.2% | $145,884-71.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 22.95% | 98.60%-75.6pp | 420.17%-397.2pp | 551.85%-528.9pp |
| Employer contribution / active EE | $2,164 | $5,286-59.1% | $4,933-56.1% | $4,662-53.6% |
| Participant deferral / active EE | $9,155 | $8,422+8.7% | $8,066+13.5% | $6,690+36.8% |
| Admin fee / account holder | $8,391 | $15,030-44.2% | $12,989-35.4% | $13,392-37.3% |