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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 | $66,088 | $160,040-58.7% | $147,096-55.1% | $145,877-54.7% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 15.22% | 98.49%-83.3pp | 419.75%-404.5pp | 551.28%-536.1pp |
| Employer contribution / active EE | $1,036 | $5,289-80.4% | $4,936-79.0% | $4,663-77.8% |
| Participant deferral / active EE | $2,668 | $8,429-68.3% | $8,071-66.9% | $6,691-60.1% |
| Admin fee / account holder | $35,465 | $15,050+135.7% | $13,005+172.7% | $13,402+164.6% |