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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 | $97,602 | $88,754+10.0% | $81,820+19.3% | $145,877-33.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 16.45% | 1031.77%-1015.3pp | 777.93%-761.5pp | 551.28%-534.8pp |
| Employer contribution / active EE | $3,776 | $3,085+22.4% | $2,915+29.5% | $4,663-19.0% |
| Participant deferral / active EE | $12,475 | $4,648+168.4% | $4,323+188.6% | $6,691+86.5% |
| Admin fee / account holder | $7,801 | $8,424-7.4% | $7,391+5.6% | $13,402-41.8% |