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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 | $43,163 | $197,819-78.2% | $155,789-72.3% | $125,389-65.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | 2.19% | 86.73%-84.5pp | 71.54%-69.3pp | 282.24%-280.0pp |
| Employer contribution / active EE | $15,302 | $4,850+215.5% | $3,839+298.6% | $4,866+214.5% |
| Participant deferral / active EE | $33,951 | $5,631+502.9% | $4,798+607.6% | $5,352+534.4% |
| Admin fee / account holder | $680 | $9,544-92.9% | $7,477-90.9% | $9,541-92.9% |