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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 | $19,122 | $88,754-78.5% | $81,820-76.6% | $145,877-86.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 15.07% | 1031.77%-1016.7pp | 777.93%-762.9pp | 551.28%-536.2pp |
| Employer contribution / active EE | $5,536 | $3,085+79.4% | $2,915+89.9% | $4,663+18.7% |
| Participant deferral / active EE | $6,269 | $4,648+34.9% | $4,323+45.0% | $6,691-6.3% |
| Admin fee / account holder | $1,362 | $8,424-83.8% | $7,391-81.6% | $13,402-89.8% |