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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 | $32,449 | $102,595-68.4% | $94,057-65.5% | $154,746-79.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 12.46% | 583.42%-571.0pp | 480.62%-468.2pp | 172.34%-159.9pp |
| Employer contribution / active EE | $8,568 | $3,147+172.2% | $2,933+192.1% | $4,379+95.7% |
| Participant deferral / active EE | $18,571 | $5,118+262.8% | $4,709+294.3% | $6,730+175.9% |
| Admin fee / account holder | $6,894 | $7,736-10.9% | $7,244-4.8% | $14,365-52.0% |