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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 | $81,022 | $109,904-26.3% | $97,167-16.6% | $145,959-44.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 11.72% | 243.43%-231.7pp | 75.27%-63.5pp | 561.95%-550.2pp |
| Employer contribution / active EE | $4,976 | $3,084+61.3% | $2,729+82.3% | $4,661+6.8% |
| Participant deferral / active EE | $14,728 | $4,676+215.0% | $4,264+245.4% | $6,689+120.2% |
| Admin fee / account holder | $1,963 | $6,216-68.4% | $5,650-65.3% | $13,398-85.4% |