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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 | $32,380 | $121,656-73.4% | $104,614-69.0% | $158,950-79.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 22.93% | 465.51%-442.6pp | 340.56%-317.6pp | 302.91%-280.0pp |
| Employer contribution / active EE | $2,600 | $3,164-17.8% | $2,681-3.0% | $4,762-45.4% |
| Participant deferral / active EE | $2,600 | $4,177-37.8% | $3,739-30.5% | $5,983-56.5% |
| Admin fee / account holder | $14,477 | $7,775+86.2% | $6,464+124.0% | $11,248+28.7% |