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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 | $110,231 | $76,368+44.3% | $67,681+62.9% | $154,746-28.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 12.69% | 1066.77%-1054.1pp | 590.58%-577.9pp | 172.34%-159.6pp |
| Employer contribution / active EE | $267,284 | $3,151+8381.5% | $2,678+9879.6% | $4,379+6003.7% |
| Participant deferral / active EE | $164,484 | $4,824+3309.8% | $3,976+4037.3% | $6,730+2343.9% |
| Admin fee / account holder | $932,922 | $8,559+10799.3% | $6,100+15194.5% | $14,365+6394.3% |