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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 | $14,125 | $108,911-87.0% | $100,392-85.9% | $145,884-90.3% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 15.30% | 58.23%-42.9pp | 49.45%-34.2pp | 551.85%-536.6pp |
| Employer contribution / active EE | $5,517 | $4,420+24.8% | $3,941+40.0% | $4,662+18.3% |
| Participant deferral / active EE | $20,786 | $8,459+145.7% | $8,090+156.9% | $6,690+210.7% |
| Admin fee / account holder | $54,670 | $9,698+463.7% | $7,904+591.7% | $13,392+308.2% |