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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 | $68,385 | $76,368-10.5% | $67,681+1.0% | $154,746-55.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 16.75% | 1066.77%-1050.0pp | 590.58%-573.8pp | 172.34%-155.6pp |
| Employer contribution / active EE | $8,581 | $3,151+172.3% | $2,678+220.4% | $4,379+96.0% |
| Participant deferral / active EE | $17,128 | $4,824+255.1% | $3,976+330.8% | $6,730+154.5% |
| Admin fee / account holder | $30,385 | $8,559+255.0% | $6,100+398.1% | $14,365+111.5% |