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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 | $39,649 | $109,967-63.9% | $97,197-59.2% | $145,877-72.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 11.97% | 244.27%-232.3pp | 75.47%-63.5pp | 551.28%-539.3pp |
| Employer contribution / active EE | $17,250 | $3,077+460.7% | $2,723+533.6% | $4,663+269.9% |
| Participant deferral / active EE | $41,567 | $4,676+788.9% | $4,263+875.0% | $6,691+521.3% |
| Admin fee / account holder | $48,619 | $6,199+684.3% | $5,637+762.5% | $13,402+262.8% |