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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 | $123,750+30.4% | $69,611+131.7% | $145,877+10.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.4%+33.6pp | 80.3%+19.7pp |
| Annual return | 8.20% | 192.03%-183.8pp | 101.14%-92.9pp | 551.28%-543.1pp |
| Employer contribution / active EE | $17,500 | $2,672+555.1% | $1,709+924.2% | $4,663+275.3% |
| Participant deferral / active EE | $0 | $4,243-100.0% | $2,891-100.0% | $6,691-100.0% |
| Admin fee / account holder | $9,336 | $7,817+19.4% | $4,696+98.8% | $13,402-30.3% |