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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 | $114,214 | $160,028-28.6% | $147,080-22.3% | $145,884-21.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 45.04% | 98.60%-53.6pp | 420.17%-375.1pp | 551.85%-506.8pp |
| Employer contribution / active EE | $30,486 | $5,286+476.8% | $4,933+518.0% | $4,662+553.9% |
| Participant deferral / active EE | $63,352 | $8,422+652.2% | $8,066+685.4% | $6,690+847.0% |
| Admin fee / account holder | $20,012 | $15,030+33.1% | $12,989+54.1% | $13,392+49.4% |