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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 | $49,167 | $73,546-33.1% | $63,018-22.0% | $147,586-66.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 14.70% | 175.56%-160.9pp | 87.62%-72.9pp | 578.59%-563.9pp |
| Employer contribution / active EE | $31,062 | $3,324+834.5% | $2,761+1025.2% | $4,876+537.0% |
| Participant deferral / active EE | $0 | $4,185-100.0% | $3,330-100.0% | $5,439-100.0% |
| Admin fee / account holder | $3,166 | $5,956-46.8% | $3,601-12.1% | $10,886-70.9% |