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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 | $169,291 | $176,077-3.9% | $159,455+6.2% | $167,518+1.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.99% | 331.83%-320.8pp | 263.63%-252.6pp | 478.71%-467.7pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $132,809 | $7,751+1613.4% | $7,353+1706.2% | $6,342+1994.1% |
| Admin fee / account holder | $87,807 | $12,556+599.3% | $10,800+713.0% | $12,312+613.2% |