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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 | $32,209 | $159,934-79.9% | $147,005-78.1% | $145,959-77.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.46% | 98.24%-83.8pp | 418.76%-404.3pp | 561.95%-547.5pp |
| Employer contribution / active EE | $1,757 | $5,287-66.8% | $4,934-64.4% | $4,661-62.3% |
| Participant deferral / active EE | $4,619 | $8,427-45.2% | $8,070-42.8% | $6,689-30.9% |
| Admin fee / account holder | $9,811 | $15,053-34.8% | $13,006-24.6% | $13,398-26.8% |