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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 | $59,824 | $217,427-72.5% | $185,837-67.8% | $167,518-64.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 19.29% | 148.39%-129.1pp | 122.08%-102.8pp | 478.71%-459.4pp |
| Employer contribution / active EE | $5,451 | $5,874-7.2% | $5,168+5.5% | $4,838+12.7% |
| Participant deferral / active EE | $8,564 | $6,357+34.7% | $5,568+53.8% | $6,342+35.0% |
| Admin fee / account holder | $1,481 | $19,816-92.5% | $16,241-90.9% | $12,312-88.0% |