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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 | $22,640 | $102,595-77.9% | $94,057-75.9% | $154,746-85.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 18.37% | 583.42%-565.1pp | 480.62%-462.3pp | 172.34%-154.0pp |
| Employer contribution / active EE | $4,021 | $3,147+27.8% | $2,933+37.1% | $4,379-8.2% |
| Participant deferral / active EE | $10,492 | $5,118+105.0% | $4,709+122.8% | $6,730+55.9% |
| Admin fee / account holder | $1,942 | $7,736-74.9% | $7,244-73.2% | $14,365-86.5% |