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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 | $120,503 | $106,267+13.4% | $96,520+24.8% | $139,456-13.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 20.21% | 38.45%-18.2pp | 35.72%-15.5pp | 373.45%-353.2pp |
| Employer contribution / active EE | $21,545 | $4,105+424.9% | $3,739+476.3% | $4,753+353.3% |
| Participant deferral / active EE | $0 | $5,454-100.0% | $4,879-100.0% | $6,711-100.0% |
| Admin fee / account holder | $573 | $7,882-92.7% | $6,733-91.5% | $11,407-95.0% |