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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 | $12,372 | $111,814-88.9% | $93,654-86.8% | $145,959-91.5% |
| Participation rate | 85.7% | 74.2%+11.5pp | 68.7%+17.0pp | 80.3%+5.4pp |
| Annual return | 15.03% | 203.30%-188.3pp | 133.34%-118.3pp | 561.95%-546.9pp |
| Employer contribution / active EE | $10,585 | $3,092+242.4% | $2,421+337.2% | $4,661+127.1% |
| Participant deferral / active EE | $16,367 | $4,914+233.0% | $4,413+270.9% | $6,689+144.7% |
| Admin fee / account holder | $5,291 | $10,246-48.4% | $8,282-36.1% | $13,398-60.5% |