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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 | $59,566 | $99,031-39.9% | $86,597-31.2% | $147,585-59.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 12.15% | 1312.56%-1300.4pp | 964.96%-952.8pp | 578.57%-566.4pp |
| Employer contribution / active EE | $2,813 | $3,132-10.2% | $2,840-1.0% | $4,876-42.3% |
| Participant deferral / active EE | $3,558 | $3,972-10.4% | $3,609-1.4% | $5,439-34.6% |
| Admin fee / account holder | $4,278 | $5,711-25.1% | $4,906-12.8% | $10,885-60.7% |