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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 | $25,167 | $160,028-84.3% | $147,080-82.9% | $145,884-82.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.74% | 98.60%-86.9pp | 420.17%-408.4pp | 551.85%-540.1pp |
| Employer contribution / active EE | $3,656 | $5,286-30.8% | $4,933-25.9% | $4,662-21.6% |
| Participant deferral / active EE | $9,370 | $8,422+11.3% | $8,066+16.2% | $6,690+40.1% |
| Admin fee / account holder | $3,016 | $15,030-79.9% | $12,989-76.8% | $13,392-77.5% |