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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 | $30,751 | $70,121-56.1% | $63,803-51.8% | $138,895-77.9% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 19.61% | 946.48%-926.9pp | 543.72%-524.1pp | 145.39%-125.8pp |
| Employer contribution / active EE | $6,579 | $2,882+128.3% | $2,532+159.8% | $4,194+56.9% |
| Participant deferral / active EE | $23,809 | $4,535+425.0% | $3,843+519.5% | $6,396+272.2% |
| Admin fee / account holder | $31,158 | $6,738+362.5% | $5,196+499.6% | $12,562+148.0% |