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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 | $71,323 | $100,895-29.3% | $90,430-21.1% | $158,950-55.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 16.42% | 1725.54%-1709.1pp | 1293.73%-1277.3pp | 302.91%-286.5pp |
| Employer contribution / active EE | $7,137 | $3,689+93.5% | $3,262+118.8% | $4,762+49.9% |
| Participant deferral / active EE | $13,473 | $4,347+209.9% | $3,963+240.0% | $5,983+125.2% |
| Admin fee / account holder | $11,790 | $6,505+81.2% | $5,613+110.0% | $11,248+4.8% |