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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 | $145,387 | $125,184+16.1% | $105,607+37.7% | $145,884-0.3% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 19.47% | 225.00%-205.5pp | 116.11%-96.6pp | 551.85%-532.4pp |
| Employer contribution / active EE | $7,526 | $3,720+102.3% | $3,167+137.6% | $4,662+61.4% |
| Participant deferral / active EE | $11,729 | $5,714+105.3% | $5,011+134.0% | $6,690+75.3% |
| Admin fee / account holder | $20,688 | $17,133+20.7% | $10,958+88.8% | $13,392+54.5% |