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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 | $160,028-39.9% | $147,080-34.7% | $145,884-34.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.27% | 98.60%-88.3pp | 420.17%-409.9pp | 551.85%-541.6pp |
| Employer contribution / active EE | $3,577 | $5,286-32.3% | $4,933-27.5% | $4,662-23.3% |
| Participant deferral / active EE | $22,838 | $8,422+171.2% | $8,066+183.1% | $6,690+241.4% |
| Admin fee / account holder | $68,126 | $15,030+353.3% | $12,989+424.5% | $13,392+408.7% |