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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 | $89,990 | $165,399-45.6% | $149,745-39.9% | $158,982-43.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.26% | 348.34%-338.1pp | 276.72%-266.5pp | 302.99%-292.7pp |
| Employer contribution / active EE | $5,562 | $5,105+9.0% | $4,646+19.7% | $4,763+16.8% |
| Participant deferral / active EE | $2,386 | $7,183-66.8% | $6,843-65.1% | $5,983-60.1% |
| Admin fee / account holder | $1,359 | $10,811-87.4% | $9,312-85.4% | $11,252-87.9% |