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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 | $110,093-64.0% | $97,295-59.2% | $145,897-72.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 11.97% | 244.76%-232.8pp | 75.62%-63.6pp | 552.29%-540.3pp |
| Employer contribution / active EE | $17,250 | $3,077+460.6% | $2,723+533.5% | $4,663+270.0% |
| Participant deferral / active EE | $41,567 | $4,678+788.6% | $4,264+874.9% | $6,689+521.4% |
| Admin fee / account holder | $48,619 | $6,212+682.6% | $5,646+761.1% | $13,390+263.1% |