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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 | $242,915 | $166,242+46.1% | $165,071+47.2% | $145,884+66.5% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 9.25% | 100.44%-91.2pp | 70.17%-60.9pp | 551.85%-542.6pp |
| Employer contribution / active EE | $34,049 | $5,283+544.5% | $4,347+683.2% | $4,662+630.3% |
| Participant deferral / active EE | $2,904 | $6,964-58.3% | $6,035-51.9% | $6,690-56.6% |
| Admin fee / account holder | $268,674 | $16,658+1512.8% | $12,695+2016.4% | $13,392+1906.3% |