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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 | $32,532 | $88,778-63.4% | $81,844-60.3% | $145,884-77.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.85% | 1033.03%-1022.2pp | 778.87%-768.0pp | 551.85%-541.0pp |
| Employer contribution / active EE | $4,005 | $3,087+29.7% | $2,916+37.3% | $4,662-14.1% |
| Participant deferral / active EE | $7,264 | $4,648+56.3% | $4,323+68.0% | $6,690+8.6% |
| Admin fee / account holder | $12,142 | $8,430+44.0% | $7,355+65.1% | $13,392-9.3% |