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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 | $53,755 | $100,938-46.7% | $90,461-40.6% | $158,982-66.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 17.25% | 1727.20%-1710.0pp | 1294.76%-1277.5pp | 302.99%-285.7pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $829 | $4,350-80.9% | $3,964-79.1% | $5,983-86.1% |
| Admin fee / account holder | $5,561 | $6,510-14.6% | $5,617-1.0% | $11,252-50.6% |