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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 | $49,139 | $96,643-49.2% | $86,617-43.3% | $139,456-64.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 16.64% | 106.57%-89.9pp | 591.91%-575.3pp | 373.45%-356.8pp |
| Employer contribution / active EE | $8,640 | $3,264+164.7% | $3,023+185.8% | $4,753+81.8% |
| Participant deferral / active EE | $17,489 | $4,835+261.7% | $4,437+294.2% | $6,711+160.6% |
| Admin fee / account holder | $7,369 | $6,406+15.0% | $5,613+31.3% | $11,407-35.4% |