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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 | $108,034 | $73,421+47.1% | $66,439+62.6% | $155,188-30.4% |
| Participation rate | 100.0% | 79.7%+20.3pp | 74.5%+25.5pp | 80.8%+19.2pp |
| Annual return | 9.78% | 1382.37%-1372.6pp | 757.66%-747.9pp | 148.84%-139.1pp |
| Employer contribution / active EE | $16,194 | $3,039+432.9% | $2,637+514.2% | $4,248+281.2% |
| Participant deferral / active EE | $8,200 | $4,680+75.2% | $3,876+111.6% | $6,531+25.6% |
| Admin fee / account holder | $7,792 | $8,856-12.0% | $6,173+26.2% | $14,480-46.2% |