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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 | $33,052 | $68,097-51.5% | $62,929-47.5% | $137,256-75.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 11.26% | 1859.11%-1847.9pp | 1063.93%-1052.7pp | 220.34%-209.1pp |
| Employer contribution / active EE | $3,312 | $2,811+17.8% | $2,505+32.2% | $4,156-20.3% |
| Participant deferral / active EE | $0 | $4,553-100.0% | $3,888-100.0% | $6,407-100.0% |
| Admin fee / account holder | $2,061 | $6,521-68.4% | $5,065-59.3% | $12,270-83.2% |