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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 | $96,110 | $159,978-39.9% | $147,041-34.6% | $145,978-34.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.27% | 98.36%-88.1pp | 419.21%-408.9pp | 550.52%-540.2pp |
| Employer contribution / active EE | $3,577 | $5,288-32.4% | $4,935-27.5% | $4,662-23.3% |
| Participant deferral / active EE | $22,838 | $8,429+171.0% | $8,071+183.0% | $6,690+241.4% |
| Admin fee / account holder | $68,126 | $15,053+352.6% | $13,006+423.8% | $13,400+408.4% |