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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 | $45,975 | $73,518-37.5% | $63,003-27.0% | $147,585-68.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 13.21% | 175.46%-162.2pp | 87.59%-74.4pp | 578.57%-565.4pp |
| Employer contribution / active EE | $5,927 | $3,322+78.4% | $2,760+114.7% | $4,876+21.5% |
| Participant deferral / active EE | $5,813 | $4,183+39.0% | $3,329+74.6% | $5,439+6.9% |
| Admin fee / account holder | $12,139 | $5,952+103.9% | $3,600+237.2% | $10,885+11.5% |