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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 | $132,616 | $160,040-17.1% | $147,096-9.8% | $145,877-9.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.70% | 98.49%-83.8pp | 419.75%-405.0pp | 551.28%-536.6pp |
| Employer contribution / active EE | $7,631 | $5,289+44.3% | $4,936+54.6% | $4,663+63.7% |
| Participant deferral / active EE | $24,241 | $8,429+187.6% | $8,071+200.3% | $6,691+262.3% |
| Admin fee / account holder | $24,876 | $15,050+65.3% | $13,005+91.3% | $13,402+85.6% |