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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 | $207,927 | $109,905+89.2% | $98,506+111.1% | $167,553+24.1% |
| Participation rate | 75.0% | 75.8%-0.8pp | 73.3%+1.7pp | 82.1%-7.1pp |
| Annual return | 10.30% | 1960.20%-1949.9pp | 1494.92%-1484.6pp | 478.89%-468.6pp |
| Employer contribution / active EE | $8,704 | $3,226+169.8% | $2,961+193.9% | $4,840+79.8% |
| Participant deferral / active EE | $30,856 | $4,674+560.2% | $4,277+621.5% | $6,343+386.5% |
| Admin fee / account holder | $666 | $6,760-90.2% | $5,955-88.8% | $12,316-94.6% |