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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 | $27,255 | $88,815-69.3% | $81,882-66.7% | $145,897-81.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 11.73% | 1033.75%-1022.0pp | 779.47%-767.7pp | 552.29%-540.6pp |
| Employer contribution / active EE | $4,326 | $3,086+40.2% | $2,916+48.4% | $4,663-7.2% |
| Participant deferral / active EE | $17,372 | $4,647+273.8% | $4,323+301.8% | $6,689+159.7% |
| Admin fee / account holder | $2,736 | $8,434-67.6% | $7,360-62.8% | $13,390-79.6% |