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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 | $39,086 | $96,643-59.6% | $86,617-54.9% | $139,456-72.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 23.07% | 106.57%-83.5pp | 591.91%-568.8pp | 373.45%-350.4pp |
| Employer contribution / active EE | $16,466 | $3,264+404.4% | $3,023+444.6% | $4,753+246.5% |
| Participant deferral / active EE | $52,410 | $4,835+983.9% | $4,437+1081.2% | $6,711+680.9% |
| Admin fee / account holder | $351,019 | $6,406+5379.5% | $5,613+6154.0% | $11,407+2977.2% |