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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 | $139,653 | $70,121+99.2% | $63,803+118.9% | $138,895+0.5% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 13.46% | 946.48%-933.0pp | 543.72%-530.3pp | 145.39%-131.9pp |
| Employer contribution / active EE | $2,833 | $2,882-1.7% | $2,532+11.9% | $4,194-32.4% |
| Participant deferral / active EE | $7,500 | $4,535+65.4% | $3,843+95.2% | $6,396+17.3% |
| Admin fee / account holder | $4,818 | $6,738-28.5% | $5,196-7.3% | $12,562-61.6% |