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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 | $74,165 | $88,710-16.4% | $81,783-9.3% | $145,959-49.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.55% | 1027.26%-1012.7pp | 775.05%-760.5pp | 561.95%-547.4pp |
| Employer contribution / active EE | $2,806 | $3,083-9.0% | $2,913-3.7% | $4,661-39.8% |
| Participant deferral / active EE | $10,660 | $4,645+129.5% | $4,320+146.7% | $6,689+59.4% |
| Admin fee / account holder | $18,395 | $8,407+118.8% | $7,380+149.3% | $13,398+37.3% |