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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 | $25,675 | $104,953-75.5% | $84,637-69.7% | $152,909-83.2% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 11.58% | 373.94%-362.4pp | 258.82%-247.2pp | 345.46%-333.9pp |
| Employer contribution / active EE | $23,227 | $3,304+603.1% | $2,653+775.4% | $4,764+387.6% |
| Participant deferral / active EE | $0 | $4,691-100.0% | $3,900-100.0% | $5,851-100.0% |
| Admin fee / account holder | $532 | $6,244-91.5% | $4,914-89.2% | $11,601-95.4% |