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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 | $11,166 | $180,749-93.8% | $160,784-93.1% | $137,256-91.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 16.09% | 2234.46%-2218.4pp | 1803.92%-1787.8pp | 220.34%-204.2pp |
| Employer contribution / active EE | $10,168 | $4,155+144.7% | $3,733+172.4% | $4,156+144.7% |
| Participant deferral / active EE | $23,699 | $6,844+246.3% | $6,293+276.6% | $6,407+269.9% |
| Admin fee / account holder | $1,635 | $10,397-84.3% | $9,717-83.2% | $12,270-86.7% |