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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 | $31,667 | $162,136-80.5% | $152,301-79.2% | $154,746-79.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 42.13% | 91.02%-48.9pp | 80.50%-38.4pp | 172.34%-130.2pp |
| Employer contribution / active EE | $4,578 | $4,890-6.4% | $4,624-1.0% | $4,379+4.5% |
| Participant deferral / active EE | $11,879 | $8,341+42.4% | $8,004+48.4% | $6,730+76.5% |
| Admin fee / account holder | $4,474 | $15,759-71.6% | $14,398-68.9% | $14,365-68.9% |