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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 | $10,738 | $72,426-85.2% | $67,560-84.1% | $145,897-92.6% |
| Participation rate | 87.5% | 76.9%+10.6pp | 72.9%+14.6pp | 80.3%+7.2pp |
| Annual return | 10.02% | 7226.78%-7216.8pp | 3533.50%-3523.5pp | 552.29%-542.3pp |
| Employer contribution / active EE | $804 | $3,074-73.8% | $2,737-70.6% | $4,663-82.7% |
| Participant deferral / active EE | $11,337 | $4,785+136.9% | $4,004+183.1% | $6,689+69.5% |
| Admin fee / account holder | $1,441 | $5,514-73.9% | $3,994-63.9% | $13,390-89.2% |