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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 | $70,313 | $160,028-56.1% | $147,080-52.2% | $145,884-51.8% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 17.67% | 98.60%-80.9pp | 420.17%-402.5pp | 551.85%-534.2pp |
| Employer contribution / active EE | $3,784 | $5,286-28.4% | $4,933-23.3% | $4,662-18.8% |
| Participant deferral / active EE | $10,355 | $8,422+23.0% | $8,066+28.4% | $6,690+54.8% |
| Admin fee / account holder | $9,620 | $15,030-36.0% | $12,989-25.9% | $13,392-28.2% |