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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 | $162,529-59.2% | $130,788-49.3% | $154,746-57.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 17.68% | 510.48%-492.8pp | 386.44%-368.8pp | 172.34%-154.7pp |
| Employer contribution / active EE | $7,561 | $4,447+70.0% | $3,558+112.5% | $4,379+72.7% |
| Participant deferral / active EE | $16,327 | $4,808+239.6% | $4,137+294.6% | $6,730+142.6% |
| Admin fee / account holder | $17,755 | $7,669+131.5% | $6,673+166.1% | $14,365+23.6% |