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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 | $56,790 | $160,040-64.5% | $147,096-61.4% | $145,877-61.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.06% | 98.49%-83.4pp | 419.75%-404.7pp | 551.28%-536.2pp |
| Employer contribution / active EE | $10,604 | $5,289+100.5% | $4,936+114.8% | $4,663+127.4% |
| Participant deferral / active EE | $38,506 | $8,429+356.8% | $8,071+377.1% | $6,691+475.5% |
| Admin fee / account holder | $15,880 | $15,050+5.5% | $13,005+22.1% | $13,402+18.5% |