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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 | $110,805 | $96,678+14.6% | $86,640+27.9% | $139,466-20.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 18.17% | 106.69%-88.5pp | 592.52%-574.3pp | 373.66%-355.5pp |
| Employer contribution / active EE | $1,100 | $3,265-66.3% | $3,024-63.6% | $4,754-76.9% |
| Participant deferral / active EE | $2,200 | $4,837-54.5% | $4,438-50.4% | $6,712-67.2% |
| Admin fee / account holder | $1,152 | $6,410-82.0% | $5,616-79.5% | $11,409-89.9% |