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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 | $13,568 | $68,097-80.1% | $62,929-78.4% | $137,256-90.1% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 15.97% | 1859.11%-1843.1pp | 1063.93%-1048.0pp | 220.34%-204.4pp |
| Employer contribution / active EE | $5,753 | $2,811+104.7% | $2,505+129.7% | $4,156+38.4% |
| Participant deferral / active EE | $3,287 | $4,553-27.8% | $3,888-15.5% | $6,407-48.7% |
| Admin fee / account holder | $6,153 | $6,521-5.7% | $5,065+21.5% | $12,270-49.9% |