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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 | $130,898 | $138,076-5.2% | $123,553+5.9% | $135,380-3.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 10.05% | 153.70%-143.6pp | 119.21%-109.2pp | 519.81%-509.8pp |
| Employer contribution / active EE | $9,411 | $5,152+82.7% | $4,628+103.3% | $4,779+96.9% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $11,877 | $10,917+8.8% | $9,284+27.9% | $10,828+9.7% |