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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 | $78,893 | $142,354-44.6% | $125,529-37.2% | $155,188-49.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.7%+25.3pp | 80.8%+19.2pp |
| Annual return | 13.22% | 306.06%-292.8pp | 202.56%-189.3pp | 148.84%-135.6pp |
| Employer contribution / active EE | $8,249 | $3,501+135.6% | $3,058+169.8% | $4,248+94.2% |
| Participant deferral / active EE | $4,933 | $5,491-10.2% | $4,813+2.5% | $6,531-24.5% |
| Admin fee / account holder | $32,168 | $19,392+65.9% | $16,298+97.4% | $14,480+122.2% |