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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 | $72,396+14.9% | $67,511+23.3% | $145,959-43.0% |
| Participation rate | 85.7% | 76.9%+8.9pp | 72.9%+12.8pp | 80.3%+5.4pp |
| Annual return | 10.67% | 7194.07%-7183.4pp | 3517.41%-3506.7pp | 561.95%-551.3pp |
| Employer contribution / active EE | $380 | $3,071-87.6% | $2,733-86.1% | $4,661-91.8% |
| Participant deferral / active EE | $5,938 | $4,781+24.2% | $4,000+48.4% | $6,689-11.2% |
| Admin fee / account holder | $6,460 | $5,538+16.7% | $3,999+61.6% | $13,398-51.8% |