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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 | $51,556 | $159,978-67.8% | $147,041-64.9% | $145,978-64.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.70% | 98.36%-79.7pp | 419.21%-400.5pp | 550.52%-531.8pp |
| Employer contribution / active EE | $2,404 | $5,288-54.5% | $4,935-51.3% | $4,662-48.4% |
| Participant deferral / active EE | $3,600 | $8,429-57.3% | $8,071-55.4% | $6,690-46.2% |
| Admin fee / account holder | $14,479 | $15,053-3.8% | $13,006+11.3% | $13,400+8.1% |