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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 | $5,133 | $149,040-96.6% | $120,225-95.7% | $137,256-96.3% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 18.91% | 605.68%-586.8pp | 439.23%-420.3pp | 220.34%-201.4pp |
| Employer contribution / active EE | $15,432 | $4,350+254.7% | $3,475+344.0% | $4,156+271.3% |
| Participant deferral / active EE | $22,677 | $4,655+387.2% | $3,999+467.1% | $6,407+253.9% |
| Admin fee / account holder | $312 | $6,348-95.1% | $5,696-94.5% | $12,270-97.5% |