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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 | $108,702 | $81,696+33.1% | $70,494+54.2% | $158,982-31.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 10.78% | 208.70%-197.9pp | 109.16%-98.4pp | 302.99%-292.2pp |
| Employer contribution / active EE | $8,515 | $3,220+164.5% | $2,738+211.0% | $4,763+78.8% |
| Participant deferral / active EE | $0 | $4,558-100.0% | $3,711-100.0% | $5,983-100.0% |
| Admin fee / account holder | $18,728 | $6,200+202.1% | $3,848+386.7% | $11,252+66.5% |