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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 | $113,869 | $100,938+12.8% | $90,461+25.9% | $158,982-28.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 17.28% | 1727.20%-1709.9pp | 1294.76%-1277.5pp | 302.99%-285.7pp |
| Employer contribution / active EE | $1,200 | $3,691-67.5% | $3,264-63.2% | $4,763-74.8% |
| Participant deferral / active EE | $2,400 | $4,350-44.8% | $3,964-39.5% | $5,983-59.9% |
| Admin fee / account holder | $1,381 | $6,510-78.8% | $5,617-75.4% | $11,252-87.7% |