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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 | $96,678-49.2% | $86,640-43.3% | $139,466-64.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 16.64% | 106.69%-90.1pp | 592.52%-575.9pp | 373.66%-357.0pp |
| Employer contribution / active EE | $8,640 | $3,265+164.6% | $3,024+185.7% | $4,754+81.7% |
| Participant deferral / active EE | $17,489 | $4,837+261.6% | $4,438+294.0% | $6,712+160.6% |
| Admin fee / account holder | $7,369 | $6,410+15.0% | $5,616+31.2% | $11,409-35.4% |