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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 | $133,769 | $72,071+85.6% | $68,368+95.7% | $137,256-2.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 14.31% | 353.14%-338.8pp | 292.57%-278.3pp | 220.34%-206.0pp |
| Employer contribution / active EE | $13,757 | $2,788+393.4% | $2,649+419.3% | $4,156+231.0% |
| Participant deferral / active EE | $12,150 | $4,410+175.5% | $4,123+194.7% | $6,407+89.6% |
| Admin fee / account holder | $2,712 | $5,336-49.2% | $5,150-47.3% | $12,270-77.9% |