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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 | $124,365 | $232,540-46.5% | $185,117-32.8% | $147,586-15.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 7.88% | 43.03%-35.1pp | 40.50%-32.6pp | 578.59%-570.7pp |
| Employer contribution / active EE | $24,000 | $5,195+362.0% | $4,182+473.9% | $4,876+392.2% |
| Participant deferral / active EE | $2,987 | $5,834-48.8% | $5,045-40.8% | $5,439-45.1% |
| Admin fee / account holder | $1,853 | $10,275-82.0% | $8,159-77.3% | $10,886-83.0% |