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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 | $132,805 | $72,071+84.3% | $68,368+94.3% | $137,256-3.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 15.24% | 353.14%-337.9pp | 292.57%-277.3pp | 220.34%-205.1pp |
| Employer contribution / active EE | $9,519 | $2,788+241.4% | $2,649+259.4% | $4,156+129.0% |
| Participant deferral / active EE | $9,405 | $4,410+113.3% | $4,123+128.1% | $6,407+46.8% |
| Admin fee / account holder | $1,708 | $5,336-68.0% | $5,150-66.8% | $12,270-86.1% |