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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 | $87,853 | $96,691-9.1% | $86,656+1.4% | $139,487-37.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 18.09% | 106.87%-88.8pp | 593.09%-575.0pp | 373.84%-355.7pp |
| Employer contribution / active EE | $3,801 | $3,267+16.3% | $3,025+25.6% | $4,755-20.1% |
| Participant deferral / active EE | $16,130 | $4,838+233.4% | $4,439+263.4% | $6,713+140.3% |
| Admin fee / account holder | $5,161 | $6,414-19.5% | $5,619-8.1% | $11,407-54.8% |