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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 | $163,897 | $160,028+2.4% | $147,080+11.4% | $145,884+12.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.44% | 98.60%-83.2pp | 420.17%-404.7pp | 551.85%-536.4pp |
| Employer contribution / active EE | $3,957 | $5,286-25.1% | $4,933-19.8% | $4,662-15.1% |
| Participant deferral / active EE | $13,015 | $8,422+54.5% | $8,066+61.3% | $6,690+94.5% |
| Admin fee / account holder | $9,809 | $15,030-34.7% | $12,989-24.5% | $13,392-26.8% |