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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 | $45,337 | $81,643-44.5% | $70,462-35.7% | $158,950-71.5% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 18.14% | 208.51%-190.4pp | 109.08%-90.9pp | 302.91%-284.8pp |
| Employer contribution / active EE | $5,900 | $3,218+83.4% | $2,737+115.5% | $4,762+23.9% |
| Participant deferral / active EE | $0 | $4,555-100.0% | $3,710-100.0% | $5,983-100.0% |
| Admin fee / account holder | $688 | $6,194-88.9% | $3,845-82.1% | $11,248-93.9% |