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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 | $44,009 | $156,927-72.0% | $121,169-63.7% | $139,456-68.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 21.38% | 1475.85%-1454.5pp | 986.71%-965.3pp | 373.45%-352.1pp |
| Employer contribution / active EE | $105,336 | $5,542+1800.7% | $4,168+2427.3% | $4,753+2116.4% |
| Participant deferral / active EE | $5,502 | $4,848+13.5% | $4,083+34.8% | $6,711-18.0% |
| Admin fee / account holder | $4,115 | $6,946-40.7% | $5,645-27.1% | $11,407-63.9% |