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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 | $167,167 | $157,276+6.3% | $141,177+18.4% | $152,885+9.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.48% | 64.33%-44.9pp | 71.40%-51.9pp | 345.39%-325.9pp |
| Employer contribution / active EE | $30,696 | $5,262+483.4% | $4,736+548.2% | $4,763+544.5% |
| Participant deferral / active EE | $44,280 | $7,110+522.8% | $6,710+559.9% | $5,851+656.8% |
| Admin fee / account holder | $2,108 | $12,123-82.6% | $10,263-79.5% | $11,598-81.8% |