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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 | $115,873 | $84,741+36.7% | $75,731+53.0% | $167,553-30.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 11.54% | 199.72%-188.2pp | 104.65%-93.1pp | 478.89%-467.4pp |
| Employer contribution / active EE | $6,151 | $3,230+90.4% | $2,743+124.2% | $4,840+27.1% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $3,820-100.0% | $6,343-100.0% |
| Admin fee / account holder | $14,807 | $5,361+176.2% | $3,620+309.0% | $12,316+20.2% |