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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 | $91,333 | $108,882-16.1% | $96,754-5.6% | $154,746-41.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 16.19% | 98.39%-82.2pp | 82.04%-65.8pp | 172.34%-156.1pp |
| Employer contribution / active EE | $23,365 | $3,018+674.1% | $2,679+772.1% | $4,379+433.6% |
| Participant deferral / active EE | $80,221 | $5,323+1407.2% | $4,758+1586.0% | $6,730+1091.9% |
| Admin fee / account holder | $1,453 | $10,200-85.8% | $8,905-83.7% | $14,365-89.9% |