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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 | $38,732 | $160,070-75.8% | $147,117-73.7% | $145,897-73.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.13% | 98.69%-82.6pp | 420.54%-404.4pp | 552.29%-536.2pp |
| Employer contribution / active EE | $27,639 | $5,285+423.0% | $4,932+460.3% | $4,663+492.8% |
| Participant deferral / active EE | $16,335 | $8,419+94.0% | $8,065+102.6% | $6,689+144.2% |
| Admin fee / account holder | $1,907 | $15,035-87.3% | $12,993-85.3% | $13,390-85.8% |