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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 | $2,709 | $67,823-96.0% | $52,425-94.8% | $137,256-98.0% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 22.91% | 219.11%-196.2pp | 302.12%-279.2pp | 220.34%-197.4pp |
| Employer contribution / active EE | $38,050 | $1,163+3171.8% | $914+4062.1% | $4,156+815.5% |
| Participant deferral / active EE | $36,910 | $2,288+1513.2% | $1,790+1961.5% | $6,407+476.1% |
| Admin fee / account holder | $413 | $2,844-85.5% | $2,495-83.4% | $12,270-96.6% |