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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 | $233,148 | $111,535+109.0% | $105,223+121.6% | $137,256+69.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 11.73% | 237.85%-226.1pp | 180.65%-168.9pp | 220.34%-208.6pp |
| Employer contribution / active EE | $12,478 | $3,939+216.7% | $3,689+238.3% | $4,156+200.2% |
| Participant deferral / active EE | $33,244 | $5,500+504.5% | $5,072+555.5% | $6,407+418.9% |
| Admin fee / account holder | $53,717 | $9,721+452.6% | $8,859+506.4% | $12,270+337.8% |