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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 | $37,988 | $68,097-44.2% | $62,929-39.6% | $137,256-72.3% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 13.01% | 1859.11%-1846.1pp | 1063.93%-1050.9pp | 220.34%-207.3pp |
| Employer contribution / active EE | $7,652 | $2,811+172.2% | $2,505+205.5% | $4,156+84.1% |
| Participant deferral / active EE | $10,085 | $4,553+121.5% | $3,888+159.4% | $6,407+57.4% |
| Admin fee / account holder | $1,278 | $6,521-80.4% | $5,065-74.8% | $12,270-89.6% |