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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 | $108,633 | $81,643+33.1% | $70,462+54.2% | $158,950-31.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 13.94% | 208.51%-194.6pp | 109.08%-95.1pp | 302.91%-289.0pp |
| Employer contribution / active EE | $13,208 | $3,218+310.5% | $2,737+382.5% | $4,762+177.4% |
| Participant deferral / active EE | $7,786 | $4,555+70.9% | $3,710+109.9% | $5,983+30.1% |
| Admin fee / account holder | $5,140 | $6,194-17.0% | $3,845+33.7% | $11,248-54.3% |