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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 | $25,547 | $100,139-74.5% | $85,187-70.0% | $145,884-82.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 10.07% | 84.15%-74.1pp | 66.67%-56.6pp | 551.85%-541.8pp |
| Employer contribution / active EE | $15,487 | $3,238+378.3% | $2,732+466.8% | $4,662+232.2% |
| Participant deferral / active EE | $51,379 | $5,296+870.2% | $4,525+1035.5% | $6,690+668.0% |
| Admin fee / account holder | $492 | $7,262-93.2% | $6,162-92.0% | $13,392-96.3% |