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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 | $35,184 | $106,008-66.8% | $92,240-61.9% | $147,586-76.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 13.11% | 50.05%-36.9pp | 176.29%-163.2pp | 578.59%-565.5pp |
| Employer contribution / active EE | $28,961 | $4,333+568.3% | $3,680+687.1% | $4,876+493.9% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,229 | $6,333-64.8% | $5,194-57.1% | $10,886-79.5% |