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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 | $220,369 | $176,105+25.1% | $159,474+38.2% | $167,536+31.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.43% | 331.91%-314.5pp | 263.68%-246.3pp | 478.82%-461.4pp |
| Employer contribution / active EE | $5,604 | $5,299+5.8% | $4,831+16.0% | $4,839+15.8% |
| Participant deferral / active EE | $19,827 | $7,751+155.8% | $7,353+169.6% | $6,342+212.6% |
| Admin fee / account holder | $1,782 | $12,559-85.8% | $10,802-83.5% | $12,315-85.5% |