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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 | $88,710-38.1% | $81,783-32.9% | $145,959-62.4% |
| Participation rate | 72.7% | 75.0%-2.3pp | 72.4%+0.4pp | 80.3%-7.6pp |
| Annual return | 12.53% | 1027.26%-1014.7pp | 775.05%-762.5pp | 561.95%-549.4pp |
| Employer contribution / active EE | $3,279 | $3,083+6.3% | $2,913+12.6% | $4,661-29.6% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,320-100.0% | $6,689-100.0% |
| Admin fee / account holder | $9,671 | $8,407+15.0% | $7,380+31.0% | $13,398-27.8% |