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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 | $16,096 | $72,403-77.8% | $67,524-76.2% | $145,978-89.0% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 17.02% | 7197.23%-7180.2pp | 3519.41%-3502.4pp | 550.52%-533.5pp |
| Employer contribution / active EE | $1,061 | $3,072-65.5% | $2,734-61.2% | $4,662-77.2% |
| Participant deferral / active EE | $1,397 | $4,782-70.8% | $4,001-65.1% | $6,690-79.1% |
| Admin fee / account holder | $2,603 | $5,541-53.0% | $4,001-34.9% | $13,400-80.6% |