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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 | $117,741 | $88,702+32.7% | $81,780+44.0% | $145,978-19.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.90% | 1029.12%-1019.2pp | 776.27%-766.4pp | 550.52%-540.6pp |
| Employer contribution / active EE | $4,479 | $3,084+45.2% | $2,914+53.7% | $4,662-3.9% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,321-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,118 | $8,414-86.7% | $7,384-84.9% | $13,400-91.7% |