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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 | $234,695 | $112,121+109.3% | $95,960+144.6% | $158,966+47.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 13.54% | 171.16%-157.6pp | 91.63%-78.1pp | 302.95%-289.4pp |
| Employer contribution / active EE | $123,932 | $3,199+3774.0% | $2,541+4776.7% | $4,762+2502.3% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,983-100.0% |
| Admin fee / account holder | $11,849 | $10,135+16.9% | $6,797+74.3% | $11,250+5.3% |