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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 | $34,134 | $70,121-51.3% | $63,803-46.5% | $138,895-75.4% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 13.10% | 946.48%-933.4pp | 543.72%-530.6pp | 145.39%-132.3pp |
| Employer contribution / active EE | $8,944 | $2,882+210.3% | $2,532+253.2% | $4,194+113.2% |
| Participant deferral / active EE | $7,750 | $4,535+70.9% | $3,843+101.7% | $6,396+21.2% |
| Admin fee / account holder | $4,847 | $6,738-28.1% | $5,196-6.7% | $12,562-61.4% |