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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 | $68,785 | $197,637-65.2% | $177,848-61.3% | $158,982-56.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 8.60% | 58.77%-50.2pp | 48.33%-39.7pp | 302.99%-294.4pp |
| Employer contribution / active EE | $10,564 | $6,698+57.7% | $5,919+78.5% | $4,763+121.8% |
| Participant deferral / active EE | $11,250 | $8,405+33.9% | $7,714+45.8% | $5,983+88.0% |
| Admin fee / account holder | $43,275 | $15,406+180.9% | $12,431+248.1% | $11,252+284.6% |