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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 | $41,525 | $102,696-59.6% | $86,235-51.8% | $139,487-70.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 14.41% | 1925.91%-1911.5pp | 1170.03%-1155.6pp | 373.84%-359.4pp |
| Employer contribution / active EE | $1,550 | $3,034-48.9% | $2,381-34.9% | $4,755-67.4% |
| Participant deferral / active EE | $2,923 | $4,679-37.5% | $3,987-26.7% | $6,713-56.5% |
| Admin fee / account holder | $1,966 | $8,667-77.3% | $6,856-71.3% | $11,407-82.8% |