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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 | $103,077 | $69,118+49.1% | $53,647+92.1% | $138,895-25.8% |
| Participation rate | 100.0% | 64.0%+36.0pp | 56.3%+43.7pp | 79.9%+20.1pp |
| Annual return | 16.03% | 248.26%-232.2pp | 358.33%-342.3pp | 145.39%-129.4pp |
| Employer contribution / active EE | $10,637 | $1,189+794.3% | $962+1005.7% | $4,194+153.6% |
| Participant deferral / active EE | $18,986 | $2,274+734.9% | $1,813+947.1% | $6,396+196.8% |
| Admin fee / account holder | $5,908 | $2,724+116.9% | $2,460+140.2% | $12,562-53.0% |