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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 | $34,480 | $73,546-53.1% | $63,018-45.3% | $147,586-76.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 18.52% | 175.56%-157.0pp | 87.62%-69.1pp | 578.59%-560.1pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,761-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $10,195 | $4,185+143.6% | $3,330+206.2% | $5,439+87.5% |
| Admin fee / account holder | $1,238 | $5,956-79.2% | $3,601-65.6% | $10,886-88.6% |