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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 | $111,973 | $176,077-36.4% | $159,455-29.8% | $167,518-33.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.54% | 331.83%-319.3pp | 263.63%-251.1pp | 478.71%-466.2pp |
| Employer contribution / active EE | $79,826 | $5,298+1406.7% | $4,830+1552.6% | $4,838+1549.8% |
| Participant deferral / active EE | $161,825 | $7,751+1987.8% | $7,353+2100.8% | $6,342+2451.6% |
| Admin fee / account holder | $29,943 | $12,556+138.5% | $10,800+177.2% | $12,312+143.2% |