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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 | $42,260 | $111,787-62.2% | $93,681-54.9% | $145,978-71.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 11.82% | 203.52%-191.7pp | 133.47%-121.6pp | 550.52%-538.7pp |
| Employer contribution / active EE | $23,269 | $3,093+652.2% | $2,422+860.6% | $4,662+399.1% |
| Participant deferral / active EE | $36,756 | $4,918+647.4% | $4,415+732.5% | $6,690+449.4% |
| Admin fee / account holder | $3,350 | $10,256-67.3% | $8,290-59.6% | $13,400-75.0% |