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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 | $35,565 | $217,432-83.6% | $185,849-80.9% | $167,536-78.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 37.80% | 148.42%-110.6pp | 122.10%-84.3pp | 478.82%-441.0pp |
| Employer contribution / active EE | $6,431 | $5,875+9.5% | $5,169+24.4% | $4,839+32.9% |
| Participant deferral / active EE | $7,412 | $6,357+16.6% | $5,569+33.1% | $6,342+16.9% |
| Admin fee / account holder | $67,504 | $19,818+240.6% | $16,244+315.6% | $12,315+448.2% |