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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 | $45,962 | $217,427-78.9% | $185,837-75.3% | $167,518-72.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 26.95% | 148.39%-121.4pp | 122.08%-95.1pp | 478.71%-451.8pp |
| Employer contribution / active EE | $3,302 | $5,874-43.8% | $5,168-36.1% | $4,838-31.8% |
| Participant deferral / active EE | $3,302 | $6,357-48.1% | $5,568-40.7% | $6,342-47.9% |
| Admin fee / account holder | $338 | $19,816-98.3% | $16,241-97.9% | $12,312-97.3% |