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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 | $83,213 | $72,446+14.9% | $67,561+23.2% | $145,877-43.0% |
| Participation rate | 85.7% | 76.9%+8.8pp | 72.9%+12.8pp | 80.3%+5.4pp |
| Annual return | 10.67% | 7211.98%-7201.3pp | 3525.44%-3514.8pp | 551.28%-540.6pp |
| Employer contribution / active EE | $380 | $3,072-87.6% | $2,735-86.1% | $4,663-91.9% |
| Participant deferral / active EE | $5,938 | $4,785+24.1% | $4,003+48.3% | $6,691-11.3% |
| Admin fee / account holder | $6,460 | $5,541+16.6% | $4,006+61.3% | $13,402-51.8% |