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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 | $24,928 | $106,008-76.5% | $92,240-73.0% | $147,586-83.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 16.18% | 50.05%-33.9pp | 176.29%-160.1pp | 578.59%-562.4pp |
| Employer contribution / active EE | $1,784 | $4,333-58.8% | $3,680-51.5% | $4,876-63.4% |
| Participant deferral / active EE | $1,651 | $4,478-63.1% | $3,897-57.6% | $5,439-69.7% |
| Admin fee / account holder | $963 | $6,333-84.8% | $5,194-81.5% | $10,886-91.2% |