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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 | $82,619 | $160,028-48.4% | $147,080-43.8% | $145,884-43.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.04% | 98.60%-86.6pp | 420.17%-408.1pp | 551.85%-539.8pp |
| Employer contribution / active EE | $4,146 | $5,286-21.6% | $4,933-16.0% | $4,662-11.1% |
| Participant deferral / active EE | $8,047 | $8,422-4.5% | $8,066-0.2% | $6,690+20.3% |
| Admin fee / account holder | $3,246 | $15,030-78.4% | $12,989-75.0% | $13,392-75.8% |