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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 | $30,713 | $159,978-80.8% | $147,041-79.1% | $145,978-79.0% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 14.26% | 98.36%-84.1pp | 419.21%-404.9pp | 550.52%-536.3pp |
| Employer contribution / active EE | $6,090 | $5,288+15.2% | $4,935+23.4% | $4,662+30.6% |
| Participant deferral / active EE | $12,709 | $8,429+50.8% | $8,071+57.5% | $6,690+90.0% |
| Admin fee / account holder | $11,910 | $15,053-20.9% | $13,006-8.4% | $13,400-11.1% |