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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 | $88,778-38.2% | $81,844-32.9% | $145,884-62.4% |
| Participation rate | 72.7% | 75.1%-2.3pp | 72.4%+0.3pp | 80.3%-7.6pp |
| Annual return | 12.53% | 1033.03%-1020.5pp | 778.87%-766.3pp | 551.85%-539.3pp |
| Employer contribution / active EE | $3,279 | $3,087+6.2% | $2,916+12.4% | $4,662-29.7% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,690-100.0% |
| Admin fee / account holder | $9,671 | $8,430+14.7% | $7,355+31.5% | $13,392-27.8% |