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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 | $48,888 | $81,643-40.1% | $70,462-30.6% | $158,950-69.2% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 60.85% | 208.51%-147.7pp | 109.08%-48.2pp | 302.91%-242.1pp |
| Employer contribution / active EE | $9,630 | $3,218+199.3% | $2,737+251.8% | $4,762+102.2% |
| Participant deferral / active EE | $8,483 | $4,555+86.2% | $3,710+128.7% | $5,983+41.8% |
| Admin fee / account holder | $1,119 | $6,194-81.9% | $3,845-70.9% | $11,248-90.0% |