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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 | $200,588 | $70,121+186.1% | $63,803+214.4% | $138,895+44.4% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 13.51% | 946.48%-933.0pp | 543.72%-530.2pp | 145.39%-131.9pp |
| Employer contribution / active EE | $3,038 | $2,882+5.4% | $2,532+20.0% | $4,194-27.6% |
| Participant deferral / active EE | $3,690 | $4,535-18.6% | $3,843-4.0% | $6,396-42.3% |
| Admin fee / account holder | $16,107 | $6,738+139.1% | $5,196+210.0% | $12,562+28.2% |