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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 | $116,466 | $69,274+68.1% | $64,097+81.7% | $139,487-16.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 13.89% | 46.00%-32.1pp | 33.75%-19.9pp | 373.84%-359.9pp |
| Employer contribution / active EE | $6,639 | $3,187+108.3% | $2,750+141.4% | $4,755+39.6% |
| Participant deferral / active EE | $0 | $4,685-100.0% | $3,881-100.0% | $6,713-100.0% |
| Admin fee / account holder | $4,122 | $4,247-2.9% | $3,070+34.3% | $11,407-63.9% |