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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 | $231,380 | $129,737+78.3% | $119,126+94.2% | $154,746+49.5% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 17.52% | 379.08%-361.6pp | 282.11%-264.6pp | 172.34%-154.8pp |
| Employer contribution / active EE | $8,998 | $4,375+105.7% | $4,034+123.1% | $4,379+105.5% |
| Participant deferral / active EE | $23,589 | $5,842+303.8% | $5,318+343.6% | $6,730+250.5% |
| Admin fee / account holder | $14,376 | $11,961+20.2% | $10,693+34.4% | $14,365+0.1% |