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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 | $72,465-32.2% | $67,575-27.3% | $145,884-66.3% |
| Participation rate | 71.4% | 76.9%-5.5pp | 72.9%-1.5pp | 80.3%-8.9pp |
| Annual return | 11.90% | 7222.56%-7210.7pp | 3528.98%-3517.1pp | 551.85%-540.0pp |
| Employer contribution / active EE | $1,769 | $3,074-42.4% | $2,736-35.3% | $4,662-62.1% |
| Participant deferral / active EE | $1,769 | $4,786-63.0% | $4,003-55.8% | $6,690-73.6% |
| Admin fee / account holder | $7,097 | $5,515+28.7% | $3,993+77.7% | $13,392-47.0% |