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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 | $226,291 | $160,070+41.4% | $147,117+53.8% | $145,897+55.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.76% | 98.69%-88.9pp | 420.54%-410.8pp | 552.29%-542.5pp |
| Employer contribution / active EE | $4,641 | $5,285-12.2% | $4,932-5.9% | $4,663-0.5% |
| Participant deferral / active EE | $14,333 | $8,419+70.2% | $8,065+77.7% | $6,689+114.3% |
| Admin fee / account holder | $10,802 | $15,035-28.2% | $12,993-16.9% | $13,390-19.3% |