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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 | $102,488 | $69,252+48.0% | $64,099+59.9% | $139,456-26.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 17.67% | 45.89%-28.2pp | 33.70%-16.0pp | 373.45%-355.8pp |
| Employer contribution / active EE | $12,407 | $3,184+289.7% | $2,748+351.5% | $4,753+161.1% |
| Participant deferral / active EE | $19,830 | $4,683+323.4% | $3,881+410.9% | $6,711+195.5% |
| Admin fee / account holder | $4,452 | $4,248+4.8% | $3,070+45.0% | $11,407-61.0% |