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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 | $248,935 | $175,257+42.0% | $149,717+66.3% | $139,456+78.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 10.98% | 166.70%-155.7pp | 134.41%-123.4pp | 373.45%-362.5pp |
| Employer contribution / active EE | $6,578 | $5,477+20.1% | $4,820+36.5% | $4,753+38.4% |
| Participant deferral / active EE | $17,713 | $6,521+171.6% | $5,682+211.7% | $6,711+163.9% |
| Admin fee / account holder | $54,194 | $16,156+235.4% | $13,213+310.2% | $11,407+375.1% |