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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 | $30,437 | $166,242-81.7% | $165,071-81.6% | $145,884-79.1% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.6%+7.1pp | 80.3%+5.4pp |
| Annual return | 13.99% | 100.44%-86.5pp | 70.17%-56.2pp | 551.85%-537.9pp |
| Employer contribution / active EE | $2,710 | $5,283-48.7% | $4,347-37.7% | $4,662-41.9% |
| Participant deferral / active EE | $10,145 | $6,964+45.7% | $6,035+68.1% | $6,690+51.7% |
| Admin fee / account holder | $4,643 | $16,658-72.1% | $12,695-63.4% | $13,392-65.3% |