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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 | $76,368-50.3% | $67,681-43.9% | $154,746-75.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 13.01% | 1066.77%-1053.8pp | 590.58%-577.6pp | 172.34%-159.3pp |
| Employer contribution / active EE | $7,652 | $3,151+142.8% | $2,678+185.7% | $4,379+74.7% |
| Participant deferral / active EE | $10,085 | $4,824+109.1% | $3,976+153.7% | $6,730+49.8% |
| Admin fee / account holder | $1,278 | $8,559-85.1% | $6,100-79.0% | $14,365-91.1% |