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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 | $196,409 | $160,040+22.7% | $147,096+33.5% | $145,877+34.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.88% | 98.49%-86.6pp | 419.75%-407.9pp | 551.28%-539.4pp |
| Employer contribution / active EE | $5,733 | $5,289+8.4% | $4,936+16.1% | $4,663+22.9% |
| Participant deferral / active EE | $11,086 | $8,429+31.5% | $8,071+37.4% | $6,691+65.7% |
| Admin fee / account holder | $36,904 | $15,050+145.2% | $13,005+183.8% | $13,402+175.4% |