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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 | $37,748 | $88,754-57.5% | $81,820-53.9% | $145,877-74.1% |
| Participation rate | 92.9% | 75.1%+17.8pp | 72.4%+20.5pp | 80.3%+12.6pp |
| Annual return | 13.70% | 1031.77%-1018.1pp | 777.93%-764.2pp | 551.28%-537.6pp |
| Employer contribution / active EE | $3,451 | $3,085+11.8% | $2,915+18.4% | $4,663-26.0% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,691-100.0% |
| Admin fee / account holder | $587 | $8,424-93.0% | $7,391-92.1% | $13,402-95.6% |