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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 | $11,469 | $107,809-89.4% | $97,032-88.2% | $155,188-92.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 50.45% | 38.06%+12.4pp | 35.38%+15.1pp | 148.84%-98.4pp |
| Employer contribution / active EE | $113,041 | $2,911+3783.1% | $2,629+4200.0% | $4,248+2561.2% |
| Participant deferral / active EE | $202,832 | $5,129+3854.2% | $4,672+4241.1% | $6,531+3005.6% |
| Admin fee / account holder | $351 | $10,717-96.7% | $9,418-96.3% | $14,480-97.6% |