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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 | $66,018 | $100,895-34.6% | $90,430-27.0% | $158,950-58.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 8.93% | 1725.54%-1716.6pp | 1293.73%-1284.8pp | 302.91%-294.0pp |
| Employer contribution / active EE | $2,623 | $3,689-28.9% | $3,262-19.6% | $4,762-44.9% |
| Participant deferral / active EE | $1,431 | $4,347-67.1% | $3,963-63.9% | $5,983-76.1% |
| Admin fee / account holder | $685 | $6,505-89.5% | $5,613-87.8% | $11,248-93.9% |