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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 | $86,470 | $103,008-16.1% | $90,304-4.2% | $152,897-43.4% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.5%-7.5pp |
| Annual return | 29.61% | 95.22%-65.6pp | 78.13%-48.5pp | 345.43%-315.8pp |
| Employer contribution / active EE | $3,622 | $3,139+15.4% | $2,855+26.9% | $4,764-24.0% |
| Participant deferral / active EE | $7,135 | $4,281+66.7% | $3,885+83.7% | $5,851+21.9% |
| Admin fee / account holder | $1,830 | $6,175-70.4% | $5,354-65.8% | $11,599-84.2% |