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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 | $36,022 | $81,749-55.9% | $58,544-38.5% | $139,456-74.2% |
| Participation rate | 75.0% | 61.3%+13.7pp | 50.9%+24.1pp | 80.3%-5.3pp |
| Annual return | 10.70% | 7425.45%-7414.7pp | 4249.56%-4238.9pp | 373.45%-362.7pp |
| Employer contribution / active EE | $1,315 | $1,398-6.0% | $1,053+24.8% | $4,753-72.3% |
| Participant deferral / active EE | $15,342 | $2,555+500.5% | $1,923+697.8% | $6,711+128.6% |
| Admin fee / account holder | $25,816 | $3,272+688.9% | $2,520+924.6% | $11,407+126.3% |