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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 | $84,357 | $150,435-43.9% | $120,580-30.0% | $145,897-42.2% |
| Participation rate | 75.0% | 78.8%-3.8pp | 72.0%+3.0pp | 80.3%-5.3pp |
| Annual return | 13.33% | 154.60%-141.3pp | 107.48%-94.1pp | 552.29%-539.0pp |
| Employer contribution / active EE | $11,114 | $4,352+155.3% | $3,469+220.3% | $4,663+138.4% |
| Participant deferral / active EE | $34,572 | $6,174+460.0% | $4,995+592.1% | $6,689+416.8% |
| Admin fee / account holder | $13,749 | $12,182+12.9% | $9,418+46.0% | $13,390+2.7% |