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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 | $131,984 | $160,070-17.5% | $147,117-10.3% | $145,897-9.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.63% | 98.69%-86.1pp | 420.54%-407.9pp | 552.29%-539.7pp |
| Employer contribution / active EE | $10,079 | $5,285+90.7% | $4,932+104.3% | $4,663+116.2% |
| Participant deferral / active EE | $51,045 | $8,419+506.3% | $8,065+533.0% | $6,689+663.1% |
| Admin fee / account holder | $2,534 | $15,035-83.1% | $12,993-80.5% | $13,390-81.1% |