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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 | $44,730 | $115,810-61.4% | $101,271-55.8% | $158,966-71.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 12.49% | 56.15%-43.7pp | 46.48%-34.0pp | 302.95%-290.5pp |
| Employer contribution / active EE | $23,657 | $4,175+466.6% | $3,660+546.4% | $4,762+396.7% |
| Participant deferral / active EE | $1,728 | $4,958-65.1% | $4,371-60.5% | $5,983-71.1% |
| Admin fee / account holder | $3,336 | $7,248-54.0% | $5,948-43.9% | $11,250-70.3% |