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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 | $43,097 | $160,028-73.1% | $147,080-70.7% | $145,884-70.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.65% | 98.60%-79.0pp | 420.17%-400.5pp | 551.85%-532.2pp |
| Employer contribution / active EE | $312,107 | $5,286+5804.8% | $4,933+6226.5% | $4,662+6594.3% |
| Participant deferral / active EE | $720,897 | $8,422+8459.7% | $8,066+8837.1% | $6,690+10676.3% |
| Admin fee / account holder | $15,971 | $15,030+6.3% | $12,989+23.0% | $13,392+19.3% |