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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 | $29,382 | $154,754-81.0% | $124,206-76.3% | $138,895-78.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 16.86% | 709.28%-692.4pp | 515.27%-498.4pp | 145.39%-128.5pp |
| Employer contribution / active EE | $20,168 | $4,446+353.6% | $3,540+469.7% | $4,194+380.9% |
| Participant deferral / active EE | $36,345 | $4,621+686.5% | $3,968+816.1% | $6,396+468.2% |
| Admin fee / account holder | $4,083 | $6,690-39.0% | $5,929-31.1% | $12,562-67.5% |