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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 | $99,864 | $176,077-43.3% | $159,455-37.4% | $167,518-40.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.72% | 331.83%-315.1pp | 263.63%-246.9pp | 478.71%-462.0pp |
| Employer contribution / active EE | $6,157 | $5,298+16.2% | $4,830+27.5% | $4,838+27.3% |
| Participant deferral / active EE | $10,615 | $7,751+37.0% | $7,353+44.4% | $6,342+67.4% |
| Admin fee / account holder | $27,151 | $12,556+116.2% | $10,800+151.4% | $12,312+120.5% |