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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 | $211,073 | $175,257+20.4% | $149,717+41.0% | $139,456+51.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 31.18% | 166.70%-135.5pp | 134.41%-103.2pp | 373.45%-342.3pp |
| Employer contribution / active EE | $110,136 | $5,477+1911.0% | $4,820+2185.1% | $4,753+2217.3% |
| Participant deferral / active EE | $111,905 | $6,521+1616.1% | $5,682+1869.5% | $6,711+1567.4% |
| Admin fee / account holder | $136,012 | $16,156+741.9% | $13,213+929.4% | $11,407+1092.4% |