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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 | $15,350 | $202,460-92.4% | $169,385-90.9% | $139,456-89.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 21.51% | 532.07%-510.6pp | 405.82%-384.3pp | 373.45%-351.9pp |
| Employer contribution / active EE | $16,468 | $4,691+251.0% | $4,012+310.5% | $4,753+246.5% |
| Participant deferral / active EE | $57,865 | $6,938+734.0% | $6,221+830.2% | $6,711+762.2% |
| Admin fee / account holder | $4,883 | $10,719-54.4% | $9,011-45.8% | $11,407-57.2% |