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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 | $103,768 | $77,449+34.0% | $69,483+49.3% | $152,909-32.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 13.83% | 39.09%-25.3pp | 28.99%-15.2pp | 345.46%-331.6pp |
| Employer contribution / active EE | $10,160 | $3,316+206.4% | $2,780+265.5% | $4,764+113.3% |
| Participant deferral / active EE | $0 | $4,415-100.0% | $3,537-100.0% | $5,851-100.0% |
| Admin fee / account holder | $12,400 | $6,210+99.7% | $3,841+222.8% | $11,601+6.9% |