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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 | $12,368 | $106,280-88.4% | $96,538-87.2% | $139,487-91.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 188.21% | 38.48%+149.7pp | 35.74%+152.5pp | 373.84%-185.6pp |
| Employer contribution / active EE | $43,374 | $4,107+956.1% | $3,740+1059.7% | $4,755+812.2% |
| Participant deferral / active EE | $17,235 | $5,457+215.8% | $4,880+253.1% | $6,713+156.8% |
| Admin fee / account holder | $2,083 | $7,888-73.6% | $6,737-69.1% | $11,407-81.7% |