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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 | $66,290 | $149,040-55.5% | $120,225-44.9% | $137,256-51.7% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 17.68% | 605.68%-588.0pp | 439.23%-421.5pp | 220.34%-202.7pp |
| Employer contribution / active EE | $7,561 | $4,350+73.8% | $3,475+117.6% | $4,156+81.9% |
| Participant deferral / active EE | $16,327 | $4,655+250.8% | $3,999+308.3% | $6,407+154.8% |
| Admin fee / account holder | $17,755 | $6,348+179.7% | $5,696+211.7% | $12,270+44.7% |