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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 | $64,718 | $209,428-69.1% | $178,498-63.7% | $158,950-59.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 22.19% | 188.78%-166.6pp | 151.09%-128.9pp | 302.91%-280.7pp |
| Employer contribution / active EE | $1,254 | $5,707-78.0% | $5,011-75.0% | $4,762-73.7% |
| Participant deferral / active EE | $17,388 | $5,955+192.0% | $5,202+234.2% | $5,983+190.6% |
| Admin fee / account holder | $10,233 | $17,077-40.1% | $13,985-26.8% | $11,248-9.0% |