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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 | $48,874 | $76,368-36.0% | $67,681-27.8% | $154,746-68.4% |
| Participation rate | 91.7% | 79.0%+12.7pp | 73.7%+17.9pp | 80.7%+11.0pp |
| Annual return | 12.27% | 1066.77%-1054.5pp | 590.58%-578.3pp | 172.34%-160.1pp |
| Employer contribution / active EE | $1,341 | $3,151-57.5% | $2,678-49.9% | $4,379-69.4% |
| Participant deferral / active EE | $1,791 | $4,824-62.9% | $3,976-55.0% | $6,730-73.4% |
| Admin fee / account holder | $6,710 | $8,559-21.6% | $6,100+10.0% | $14,365-53.3% |