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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 | $52,715 | $90,617-41.8% | $79,476-33.7% | $135,382-61.1% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 6.24% | 977.57%-971.3pp | 718.21%-712.0pp | 519.77%-513.5pp |
| Employer contribution / active EE | $10,533 | $3,068+243.3% | $2,800+276.1% | $4,779+120.4% |
| Participant deferral / active EE | $22,849 | $4,050+464.1% | $3,704+516.9% | $5,609+307.4% |
| Admin fee / account holder | $1,845 | $5,907-68.8% | $5,113-63.9% | $10,829-83.0% |