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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 | $102,595+30.4% | $94,057+42.2% | $154,746-13.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 14.31% | 583.42%-569.1pp | 480.62%-466.3pp | 172.34%-158.0pp |
| Employer contribution / active EE | $13,757 | $3,147+337.1% | $2,933+369.0% | $4,379+214.1% |
| Participant deferral / active EE | $12,150 | $5,118+137.4% | $4,709+158.0% | $6,730+80.5% |
| Admin fee / account holder | $2,712 | $7,736-64.9% | $7,244-62.6% | $14,365-81.1% |