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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 | $100,204 | $160,070-37.4% | $147,117-31.9% | $145,897-31.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.61% | 98.69%-87.1pp | 420.54%-408.9pp | 552.29%-540.7pp |
| Employer contribution / active EE | $2,870 | $5,285-45.7% | $4,932-41.8% | $4,663-38.4% |
| Participant deferral / active EE | $11,302 | $8,419+34.2% | $8,065+40.1% | $6,689+69.0% |
| Admin fee / account holder | $4,647 | $15,035-69.1% | $12,993-64.2% | $13,390-65.3% |