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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 | $30,621 | $160,040-80.9% | $147,096-79.2% | $145,877-79.0% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 18.25% | 98.49%-80.2pp | 419.75%-401.5pp | 551.28%-533.0pp |
| Employer contribution / active EE | $10,635 | $5,289+101.1% | $4,936+115.5% | $4,663+128.1% |
| Participant deferral / active EE | $13,105 | $8,429+55.5% | $8,071+62.4% | $6,691+95.9% |
| Admin fee / account holder | $5,422 | $15,050-64.0% | $13,005-58.3% | $13,402-59.5% |