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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 | $54,879 | $88,702-38.1% | $81,780-32.9% | $145,978-62.4% |
| Participation rate | 72.7% | 75.0%-2.3pp | 72.4%+0.4pp | 80.3%-7.6pp |
| Annual return | 12.53% | 1029.12%-1016.6pp | 776.27%-763.7pp | 550.52%-538.0pp |
| Employer contribution / active EE | $3,279 | $3,084+6.3% | $2,914+12.5% | $4,662-29.7% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,321-100.0% | $6,690-100.0% |
| Admin fee / account holder | $9,671 | $8,414+14.9% | $7,384+31.0% | $13,400-27.8% |