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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 | $43,335 | $160,040-72.9% | $147,096-70.5% | $145,877-70.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.92% | 98.49%-82.6pp | 419.75%-403.8pp | 551.28%-535.4pp |
| Employer contribution / active EE | $11,063 | $5,289+109.2% | $4,936+124.1% | $4,663+137.3% |
| Participant deferral / active EE | $16,479 | $8,429+95.5% | $8,071+104.2% | $6,691+146.3% |
| Admin fee / account holder | $19,168 | $15,050+27.4% | $13,005+47.4% | $13,402+43.0% |