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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 | $8,347 | $96,388-91.3% | $80,627-89.6% | $139,466-94.0% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 13.62% | 1352.08%-1338.5pp | 936.76%-923.1pp | 373.66%-360.0pp |
| Employer contribution / active EE | $3,329 | $3,260+2.1% | $2,723+22.3% | $4,754-30.0% |
| Participant deferral / active EE | $3,556 | $5,224-31.9% | $4,443-20.0% | $6,712-47.0% |
| Admin fee / account holder | $1,892 | $6,603-71.3% | $5,381-64.8% | $11,409-83.4% |