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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 | $29,462 | $180,466-83.7% | $154,114-80.9% | $135,382-78.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 9.05% | 888.15%-879.1pp | 735.16%-726.1pp | 519.77%-510.7pp |
| Employer contribution / active EE | $5,580 | $6,035-7.5% | $5,298+5.3% | $4,779+16.8% |
| Participant deferral / active EE | $7,765 | $5,806+33.7% | $5,081+52.8% | $5,609+38.4% |
| Admin fee / account holder | $13,443 | $16,144-16.7% | $13,411+0.2% | $10,829+24.1% |