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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 | $59,633 | $84,708-29.6% | $75,714-21.2% | $167,536-64.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 27.01% | 199.62%-172.6pp | 104.62%-77.6pp | 478.82%-451.8pp |
| Employer contribution / active EE | $3,668 | $3,231+13.5% | $2,744+33.7% | $4,839-24.2% |
| Participant deferral / active EE | $3,668 | $4,577-19.9% | $3,820-4.0% | $6,342-42.2% |
| Admin fee / account holder | $3,839 | $5,358-28.4% | $3,619+6.1% | $12,315-68.8% |