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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 | $45,340 | $124,175-63.5% | $108,405-58.2% | $167,553-72.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 18.76% | 1380.13%-1361.4pp | 905.55%-886.8pp | 478.89%-460.1pp |
| Employer contribution / active EE | $33,120 | $4,188+690.9% | $3,559+830.6% | $4,840+584.3% |
| Participant deferral / active EE | $63,768 | $6,908+823.1% | $6,563+871.6% | $6,343+905.4% |
| Admin fee / account holder | $1,592 | $9,457-83.2% | $7,297-78.2% | $12,316-87.1% |