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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 | $27,132 | $105,158-74.2% | $94,672-71.3% | $139,487-80.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 20.95% | 38.11%-17.2pp | 156.89%-135.9pp | 373.84%-352.9pp |
| Employer contribution / active EE | $8,361 | $4,107+103.5% | $3,673+127.6% | $4,755+75.8% |
| Participant deferral / active EE | $22,567 | $7,599+197.0% | $7,417+204.2% | $6,713+236.2% |
| Admin fee / account holder | $4,689 | $8,972-47.7% | $7,222-35.1% | $11,407-58.9% |