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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 | $54,199 | $99,079-45.3% | $78,002-30.5% | $273,972-80.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 3.18% | 217.93%-214.8pp | 425.99%-422.8pp | 41.46%-38.3pp |
| Employer contribution / active EE | $4,542 | $3,308+37.3% | $2,470+83.9% | $4,869-6.7% |
| Participant deferral / active EE | $16,055 | $4,306+272.8% | $3,497+359.1% | $5,287+203.7% |
| Admin fee / account holder | $9,727 | $8,954+8.6% | $5,481+77.5% | $10,133-4.0% |