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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 | $77,060 | $150,447-48.8% | $136,298-43.5% | $147,586-47.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 12.79% | 1049.15%-1036.4pp | 5156.27%-5143.5pp | 578.59%-565.8pp |
| Employer contribution / active EE | $6,464 | $5,256+23.0% | $4,696+37.7% | $4,876+32.6% |
| Participant deferral / active EE | $8,173 | $6,631+23.3% | $6,247+30.8% | $5,439+50.3% |
| Admin fee / account holder | $10,200 | $10,906-6.5% | $9,244+10.3% | $10,886-6.3% |