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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 | $19,048 | $160,028-88.1% | $147,080-87.0% | $145,884-86.9% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 9.79% | 98.60%-88.8pp | 420.17%-410.4pp | 551.85%-542.1pp |
| Employer contribution / active EE | $4,315 | $5,286-18.4% | $4,933-12.5% | $4,662-7.5% |
| Participant deferral / active EE | $7,161 | $8,422-15.0% | $8,066-11.2% | $6,690+7.0% |
| Admin fee / account holder | $11,259 | $15,030-25.1% | $12,989-13.3% | $13,392-15.9% |