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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 | $37,781 | $96,123-60.7% | $77,361-51.2% | $198,609-81.0% |
| Participation rate | 75.0% | 81.1%-6.1pp | 75.0%0pp | 82.4%-7.4pp |
| Annual return | 8.25% | 2054.81%-2046.6pp | 1011.54%-1003.3pp | 202.70%-194.5pp |
| Employer contribution / active EE | $11,617 | $3,791+206.4% | $2,990+288.5% | $5,055+129.8% |
| Participant deferral / active EE | $10,506 | $4,975+111.2% | $3,911+168.6% | $6,977+50.6% |
| Admin fee / account holder | $4,267 | $9,471-54.9% | $5,894-27.6% | $19,030-77.6% |