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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 | $38,036 | $108,911-65.1% | $100,392-62.1% | $145,884-73.9% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 21.81% | 58.23%-36.4pp | 49.45%-27.6pp | 551.85%-530.0pp |
| Employer contribution / active EE | $19,176 | $4,420+333.9% | $3,941+386.5% | $4,662+311.3% |
| Participant deferral / active EE | $190,341 | $8,459+2150.2% | $8,090+2252.9% | $6,690+2745.3% |
| Admin fee / account holder | $32,261 | $9,698+232.6% | $7,904+308.1% | $13,392+140.9% |