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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 | $7,950 | $67,823-88.3% | $52,425-84.8% | $137,256-94.2% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 21.02% | 219.11%-198.1pp | 302.12%-281.1pp | 220.34%-199.3pp |
| Employer contribution / active EE | $6,336 | $1,163+444.8% | $914+593.1% | $4,156+52.5% |
| Participant deferral / active EE | $67,425 | $2,288+2847.0% | $1,790+3665.9% | $6,407+952.4% |
| Admin fee / account holder | $52,967 | $2,844+1762.3% | $2,495+2023.0% | $12,270+331.7% |