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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 | $106,469 | $125,184-14.9% | $105,607+0.8% | $145,884-27.0% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 14.89% | 225.00%-210.1pp | 116.11%-101.2pp | 551.85%-537.0pp |
| Employer contribution / active EE | $8,064 | $3,720+116.8% | $3,167+154.6% | $4,662+73.0% |
| Participant deferral / active EE | $20,753 | $5,714+263.2% | $5,011+314.1% | $6,690+210.2% |
| Admin fee / account holder | $25,349 | $17,133+48.0% | $10,958+131.3% | $13,392+89.3% |