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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 | $20,504 | $160,028-87.2% | $147,080-86.1% | $145,884-85.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 28.45% | 98.60%-70.1pp | 420.17%-391.7pp | 551.85%-523.4pp |
| Employer contribution / active EE | $9,866 | $5,286+86.6% | $4,933+100.0% | $4,662+111.6% |
| Participant deferral / active EE | $17,556 | $8,422+108.5% | $8,066+117.6% | $6,690+162.4% |
| Admin fee / account holder | $2,960 | $15,030-80.3% | $12,989-77.2% | $13,392-77.9% |