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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 | $104,352 | $100,139+4.2% | $85,187+22.5% | $145,884-28.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 10.05% | 84.15%-74.1pp | 66.67%-56.6pp | 551.85%-541.8pp |
| Employer contribution / active EE | $14,732 | $3,238+355.0% | $2,732+439.2% | $4,662+216.0% |
| Participant deferral / active EE | $32,418 | $5,296+512.2% | $4,525+616.4% | $6,690+384.6% |
| Admin fee / account holder | $23,488 | $7,262+223.4% | $6,162+281.2% | $13,392+75.4% |