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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 | $243,255 | $159,978+52.1% | $147,041+65.4% | $145,978+66.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 22.53% | 98.36%-75.8pp | 419.21%-396.7pp | 550.52%-528.0pp |
| Employer contribution / active EE | $16,667 | $5,288+215.2% | $4,935+237.7% | $4,662+257.5% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,690-100.0% |
| Admin fee / account holder | $25,639 | $15,053+70.3% | $13,006+97.1% | $13,400+91.3% |