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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 | $110,155 | $125,193-12.0% | $105,591+4.3% | $145,978-24.5% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 8.99% | 225.53%-216.5pp | 116.43%-107.4pp | 550.52%-541.5pp |
| Employer contribution / active EE | $94,151 | $3,718+2432.0% | $3,166+2873.7% | $4,662+1919.6% |
| Participant deferral / active EE | $0 | $5,708-100.0% | $5,008-100.0% | $6,690-100.0% |
| Admin fee / account holder | $4,094 | $17,277-76.3% | $11,024-62.9% | $13,400-69.5% |