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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 | $52,983 | $171,492-69.1% | $150,734-64.8% | $198,609-73.3% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 7.37% | 804.70%-797.3pp | 600.81%-593.4pp | 202.70%-195.3pp |
| Employer contribution / active EE | $16,195 | $5,470+196.1% | $4,918+229.3% | $5,055+220.4% |
| Participant deferral / active EE | $73,100 | $6,259+1067.9% | $5,610+1203.1% | $6,977+947.8% |
| Admin fee / account holder | $58,029 | $17,628+229.2% | $14,905+289.3% | $19,030+204.9% |