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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 | $15,509 | $109,908-85.9% | $97,161-84.0% | $145,978-89.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 13.45% | 243.80%-230.3pp | 75.36%-61.9pp | 550.52%-537.1pp |
| Employer contribution / active EE | $25,706 | $3,077+735.3% | $2,723+843.9% | $4,662+451.4% |
| Participant deferral / active EE | $32,113 | $4,679+586.4% | $4,265+652.9% | $6,690+380.0% |
| Admin fee / account holder | $8,281 | $6,213+33.3% | $5,647+46.6% | $13,400-38.2% |