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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 | $56,864 | $84,684-32.9% | $73,835-23.0% | $125,388-54.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 1.54% | 3123.93%-3122.4pp | 2268.13%-2266.6pp | 282.24%-280.7pp |
| Employer contribution / active EE | $870 | $3,123-72.2% | $2,788-68.8% | $4,866-82.1% |
| Participant deferral / active EE | $1,509 | $3,993-62.2% | $3,583-57.9% | $5,352-71.8% |
| Admin fee / account holder | $3,575 | $5,691-37.2% | $4,880-26.7% | $9,541-62.5% |