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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 | $37,342 | $72,426-48.4% | $67,560-44.7% | $145,897-74.4% |
| Participation rate | 88.9% | 76.9%+12.0pp | 72.9%+16.0pp | 80.3%+8.6pp |
| Annual return | 13.86% | 7226.78%-7212.9pp | 3533.50%-3519.6pp | 552.29%-538.4pp |
| Employer contribution / active EE | $3,835 | $3,074+24.7% | $2,737+40.1% | $4,663-17.7% |
| Participant deferral / active EE | $2,881 | $4,785-39.8% | $4,004-28.0% | $6,689-56.9% |
| Admin fee / account holder | $6,076 | $5,514+10.2% | $3,994+52.1% | $13,390-54.6% |