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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 | $49,143 | $72,426-32.1% | $67,560-27.3% | $145,897-66.3% |
| Participation rate | 71.4% | 76.9%-5.5pp | 72.9%-1.5pp | 80.3%-8.9pp |
| Annual return | 11.90% | 7226.78%-7214.9pp | 3533.50%-3521.6pp | 552.29%-540.4pp |
| Employer contribution / active EE | $1,769 | $3,074-42.5% | $2,737-35.4% | $4,663-62.1% |
| Participant deferral / active EE | $1,769 | $4,785-63.0% | $4,004-55.8% | $6,689-73.6% |
| Admin fee / account holder | $7,097 | $5,514+28.7% | $3,994+77.7% | $13,390-47.0% |