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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 | $166,729 | $160,070+4.2% | $147,117+13.3% | $145,897+14.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.31% | 98.69%-82.4pp | 420.54%-404.2pp | 552.29%-536.0pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,400 | $8,419-59.6% | $8,065-57.8% | $6,689-49.2% |
| Admin fee / account holder | $107,798 | $15,035+617.0% | $12,993+729.7% | $13,390+705.0% |