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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 | $72,071-45.0% | $68,368-42.0% | $137,256-71.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 15.08% | 353.14%-338.1pp | 292.57%-277.5pp | 220.34%-205.3pp |
| Employer contribution / active EE | $621 | $2,788-77.7% | $2,649-76.6% | $4,156-85.1% |
| Participant deferral / active EE | $13,198 | $4,410+199.3% | $4,123+220.1% | $6,407+106.0% |
| Admin fee / account holder | $2,895 | $5,336-45.7% | $5,150-43.8% | $12,270-76.4% |