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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 | $105,181 | $67,372+56.1% | $60,906+72.7% | $134,532-21.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -12.17% | 50.05%-62.2pp | 16.94%-29.1pp | 418.27%-430.4pp |
| Employer contribution / active EE | $11,312 | $3,099+265.0% | $2,703+318.5% | $4,741+138.6% |
| Participant deferral / active EE | $5,012 | $4,532+10.6% | $3,814+31.4% | $6,401-21.7% |
| Admin fee / account holder | $5,440 | $4,588+18.6% | $3,227+68.6% | $11,429-52.4% |