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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 | $47,561 | $96,678-50.8% | $86,640-45.1% | $139,466-65.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 22.46% | 106.69%-84.2pp | 592.52%-570.1pp | 373.66%-351.2pp |
| Employer contribution / active EE | $28,707 | $3,265+779.1% | $3,024+849.2% | $4,754+503.9% |
| Participant deferral / active EE | $91,774 | $4,837+1797.4% | $4,438+1967.8% | $6,712+1267.3% |
| Admin fee / account holder | $35,711 | $6,410+457.1% | $5,616+535.9% | $11,409+213.0% |