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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 | $154,267 | $73,518+109.8% | $63,003+144.9% | $147,585+4.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 16.15% | 175.46%-159.3pp | 87.59%-71.4pp | 578.57%-562.4pp |
| Employer contribution / active EE | $31,581 | $3,322+850.6% | $2,760+1044.2% | $4,876+547.6% |
| Participant deferral / active EE | $19,636 | $4,183+369.4% | $3,329+489.8% | $5,439+261.0% |
| Admin fee / account holder | $2,068 | $5,952-65.3% | $3,600-42.6% | $10,885-81.0% |