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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 | $40,917 | $109,905-62.8% | $98,506-58.5% | $167,553-75.6% |
| Participation rate | 75.0% | 75.8%-0.8pp | 73.3%+1.7pp | 82.1%-7.1pp |
| Annual return | 25.90% | 1960.20%-1934.3pp | 1494.92%-1469.0pp | 478.89%-453.0pp |
| Employer contribution / active EE | $553 | $3,226-82.9% | $2,961-81.3% | $4,840-88.6% |
| Participant deferral / active EE | $2,324 | $4,674-50.3% | $4,277-45.7% | $6,343-63.4% |
| Admin fee / account holder | $12,042 | $6,760+78.1% | $5,955+102.2% | $12,316-2.2% |