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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 | $44,767 | $88,754-49.6% | $81,820-45.3% | $145,877-69.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 19.88% | 1031.77%-1011.9pp | 777.93%-758.0pp | 551.28%-531.4pp |
| Employer contribution / active EE | $9,677 | $3,085+213.6% | $2,915+232.0% | $4,663+107.5% |
| Participant deferral / active EE | $25,039 | $4,648+438.8% | $4,323+479.3% | $6,691+274.2% |
| Admin fee / account holder | $2,425 | $8,424-71.2% | $7,391-67.2% | $13,402-81.9% |