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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 | $167,030-60.3% | $135,768-51.2% | $155,188-57.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 17.68% | 678.39%-660.7pp | 526.10%-508.4pp | 148.84%-131.2pp |
| Employer contribution / active EE | $7,561 | $4,132+83.0% | $3,394+122.8% | $4,248+78.0% |
| Participant deferral / active EE | $16,327 | $4,528+260.6% | $3,977+310.5% | $6,531+150.0% |
| Admin fee / account holder | $17,755 | $8,172+117.3% | $7,048+151.9% | $14,480+22.6% |