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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 | $20,605 | $99,995-79.4% | $85,063-75.8% | $145,978-85.9% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 14.49% | 83.99%-69.5pp | 66.54%-52.0pp | 550.52%-536.0pp |
| Employer contribution / active EE | $21,360 | $3,231+561.1% | $2,727+683.2% | $4,662+358.2% |
| Participant deferral / active EE | $38,933 | $5,295+635.3% | $4,523+760.8% | $6,690+482.0% |
| Admin fee / account holder | $998 | $7,255-86.2% | $6,155-83.8% | $13,400-92.6% |