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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 | $141,194 | $73,546+92.0% | $63,018+124.1% | $147,586-4.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 21.37% | 175.56%-154.2pp | 87.62%-66.2pp | 578.59%-557.2pp |
| Employer contribution / active EE | $23,884 | $3,324+618.6% | $2,761+765.1% | $4,876+389.8% |
| Participant deferral / active EE | $39,900 | $4,185+853.5% | $3,330+1098.4% | $5,439+633.6% |
| Admin fee / account holder | $9,880 | $5,956+65.9% | $3,601+174.4% | $10,886-9.2% |