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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 | $17,551 | $67,823-74.1% | $52,425-66.5% | $137,256-87.2% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 15.12% | 219.11%-204.0pp | 302.12%-287.0pp | 220.34%-205.2pp |
| Employer contribution / active EE | $240 | $1,163-79.4% | $914-73.7% | $4,156-94.2% |
| Participant deferral / active EE | $11,015 | $2,288+381.4% | $1,790+515.2% | $6,407+71.9% |
| Admin fee / account holder | $47,414 | $2,844+1567.0% | $2,495+1800.4% | $12,270+286.4% |