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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 | $98,600 | $88,754+11.1% | $81,820+20.5% | $145,877-32.4% |
| Participation rate | 88.9% | 75.1%+13.8pp | 72.4%+16.5pp | 80.3%+8.6pp |
| Annual return | 10.48% | 1031.77%-1021.3pp | 777.93%-767.5pp | 551.28%-540.8pp |
| Employer contribution / active EE | $5,406 | $3,085+75.2% | $2,915+85.4% | $4,663+15.9% |
| Participant deferral / active EE | $6,195 | $4,648+33.3% | $4,323+43.3% | $6,691-7.4% |
| Admin fee / account holder | $15,896 | $8,424+88.7% | $7,391+115.1% | $13,402+18.6% |