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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 | $161,317 | $123,859+30.2% | $69,632+131.7% | $145,897+10.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.4%+33.6pp | 80.3%+19.7pp |
| Annual return | 8.20% | 192.49%-184.3pp | 101.32%-93.1pp | 552.29%-544.1pp |
| Employer contribution / active EE | $17,500 | $2,673+554.6% | $1,708+924.4% | $4,663+275.3% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $2,889-100.0% | $6,689-100.0% |
| Admin fee / account holder | $9,336 | $7,817+19.4% | $4,695+98.8% | $13,390-30.3% |