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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 | $246,395 | $148,623+65.8% | $135,974+81.2% | $139,466+76.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.43% | 79.30%-62.9pp | 68.30%-51.9pp | 373.66%-357.2pp |
| Employer contribution / active EE | $22,851 | $5,246+335.6% | $4,859+370.3% | $4,754+380.7% |
| Participant deferral / active EE | $18,199 | $8,103+124.6% | $7,760+134.5% | $6,712+171.1% |
| Admin fee / account holder | $148,960 | $12,406+1100.7% | $10,767+1283.5% | $11,409+1205.7% |