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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 | $10,483 | $76,368-86.3% | $67,681-84.5% | $154,746-93.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 13.71% | 1066.77%-1053.1pp | 590.58%-576.9pp | 172.34%-158.6pp |
| Employer contribution / active EE | $1,288 | $3,151-59.1% | $2,678-51.9% | $4,379-70.6% |
| Participant deferral / active EE | $10,030 | $4,824+107.9% | $3,976+152.3% | $6,730+49.0% |
| Admin fee / account holder | $4,255 | $8,559-50.3% | $6,100-30.2% | $14,365-70.4% |