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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 | $59,435 | $125,778-52.7% | $114,563-48.1% | $154,746-61.6% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.9%+2.1pp | 80.7%-5.7pp |
| Annual return | 9.22% | 295.14%-285.9pp | 241.09%-231.9pp | 172.34%-163.1pp |
| Employer contribution / active EE | $1,778 | $2,806-36.6% | $2,592-31.4% | $4,379-59.4% |
| Participant deferral / active EE | $14,723 | $4,445+231.3% | $4,142+255.4% | $6,730+118.7% |
| Admin fee / account holder | $9,407 | $8,190+14.8% | $7,623+23.4% | $14,365-34.5% |