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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 | $103,766 | $209,425-50.5% | $178,499-41.9% | $158,966-34.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 9.23% | 188.80%-179.6pp | 151.10%-141.9pp | 302.95%-293.7pp |
| Employer contribution / active EE | $36,690 | $5,707+542.9% | $5,011+632.2% | $4,762+670.4% |
| Participant deferral / active EE | $5,567 | $5,955-6.5% | $5,202+7.0% | $5,983-7.0% |
| Admin fee / account holder | $847 | $17,078-95.0% | $13,986-93.9% | $11,250-92.5% |