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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 | $206,186 | $102,638+100.9% | $81,982+151.5% | $158,982+29.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 12.81% | 61.05%-48.2pp | 41.31%-28.5pp | 302.99%-290.2pp |
| Employer contribution / active EE | $25,133 | $3,241+675.5% | $2,498+906.0% | $4,763+427.7% |
| Participant deferral / active EE | $37,495 | $4,649+706.5% | $3,722+907.3% | $5,983+526.6% |
| Admin fee / account holder | $98,052 | $8,237+1090.3% | $5,665+1630.8% | $11,252+771.4% |