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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 | $155,674 | $132,099+17.8% | $115,599+34.7% | $138,895+12.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 31.76% | 176.76%-145.0pp | 111.10%-79.3pp | 145.39%-113.6pp |
| Employer contribution / active EE | $32,450 | $3,416+849.9% | $2,955+998.0% | $4,194+673.7% |
| Participant deferral / active EE | $56,752 | $5,617+910.4% | $4,889+1060.7% | $6,396+787.3% |
| Admin fee / account holder | $72,288 | $15,650+361.9% | $12,841+463.0% | $12,562+475.4% |