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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 | $88,291 | $202,463-56.4% | $169,397-47.9% | $139,487-36.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 14.34% | 532.64%-518.3pp | 406.23%-391.9pp | 373.84%-359.5pp |
| Employer contribution / active EE | $13,937 | $4,694+196.9% | $4,013+247.3% | $4,755+193.1% |
| Participant deferral / active EE | $7,500 | $6,941+8.1% | $6,223+20.5% | $6,713+11.7% |
| Admin fee / account holder | $43,866 | $10,726+309.0% | $9,017+386.5% | $11,407+284.5% |