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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 | $52,309 | $72,071-27.4% | $68,368-23.5% | $137,256-61.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 15.14% | 353.14%-338.0pp | 292.57%-277.4pp | 220.34%-205.2pp |
| Employer contribution / active EE | $28,535 | $2,788+923.5% | $2,649+977.2% | $4,156+586.6% |
| Participant deferral / active EE | $49,352 | $4,410+1019.1% | $4,123+1097.1% | $6,407+670.3% |
| Admin fee / account holder | $17,247 | $5,336+223.2% | $5,150+234.9% | $12,270+40.6% |