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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 | $96,611 | $109,908-12.1% | $97,161-0.6% | $145,978-33.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 17.01% | 243.80%-226.8pp | 75.36%-58.4pp | 550.52%-533.5pp |
| Employer contribution / active EE | $26,744 | $3,077+769.1% | $2,723+882.0% | $4,662+473.7% |
| Participant deferral / active EE | $15,806 | $4,679+237.8% | $4,265+270.6% | $6,690+136.3% |
| Admin fee / account holder | $730 | $6,213-88.2% | $5,647-87.1% | $13,400-94.6% |