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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 | $176,892 | $160,040+10.5% | $147,096+20.3% | $145,877+21.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.39% | 98.49%-86.1pp | 419.75%-407.4pp | 551.28%-538.9pp |
| Employer contribution / active EE | $28,298 | $5,289+435.0% | $4,936+473.3% | $4,663+506.9% |
| Participant deferral / active EE | $63,714 | $8,429+655.9% | $8,071+689.4% | $6,691+852.3% |
| Admin fee / account holder | $83,148 | $15,050+452.5% | $13,005+539.3% | $13,402+520.4% |