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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 | $31,113 | $176,105-82.3% | $159,474-80.5% | $167,536-81.4% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.71% | 331.91%-318.2pp | 263.68%-250.0pp | 478.82%-465.1pp |
| Employer contribution / active EE | $7,166 | $5,299+35.2% | $4,831+48.3% | $4,839+48.1% |
| Participant deferral / active EE | $10,651 | $7,751+37.4% | $7,353+44.8% | $6,342+67.9% |
| Admin fee / account holder | $16,980 | $12,559+35.2% | $10,802+57.2% | $12,315+37.9% |