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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 | $29,832 | $108,942-72.6% | $100,415-70.3% | $145,897-79.6% |
| Participation rate | 90.9% | 83.0%+7.9pp | 81.5%+9.4pp | 80.3%+10.6pp |
| Annual return | 13.84% | 58.27%-44.4pp | 49.47%-35.6pp | 552.29%-538.5pp |
| Employer contribution / active EE | $8,064 | $4,422+82.4% | $3,943+104.5% | $4,663+72.9% |
| Participant deferral / active EE | $10,707 | $8,461+26.5% | $8,091+32.3% | $6,689+60.1% |
| Admin fee / account holder | $4,196 | $9,702-56.7% | $7,906-46.9% | $13,390-68.7% |