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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 | $221,178 | $176,105+25.6% | $159,474+38.7% | $167,536+32.0% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.63% | 331.91%-319.3pp | 263.68%-251.0pp | 478.82%-466.2pp |
| Employer contribution / active EE | $6,872 | $5,299+29.7% | $4,831+42.3% | $4,839+42.0% |
| Participant deferral / active EE | $9,162 | $7,751+18.2% | $7,353+24.6% | $6,342+44.5% |
| Admin fee / account holder | $758 | $12,559-94.0% | $10,802-93.0% | $12,315-93.8% |