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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 | $39,632 | $102,595-61.4% | $94,057-57.9% | $154,746-74.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 15.08% | 583.42%-568.3pp | 480.62%-465.5pp | 172.34%-157.3pp |
| Employer contribution / active EE | $621 | $3,147-80.3% | $2,933-78.8% | $4,379-85.8% |
| Participant deferral / active EE | $13,198 | $5,118+157.9% | $4,709+180.2% | $6,730+96.1% |
| Admin fee / account holder | $2,895 | $7,736-62.6% | $7,244-60.0% | $14,365-79.8% |