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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 | $39,162 | $72,426-45.9% | $67,560-42.0% | $145,897-73.2% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 13.80% | 7226.78%-7213.0pp | 3533.50%-3519.7pp | 552.29%-538.5pp |
| Employer contribution / active EE | $3,865 | $3,074+25.7% | $2,737+41.2% | $4,663-17.1% |
| Participant deferral / active EE | $3,865 | $4,785-19.2% | $4,004-3.5% | $6,689-42.2% |
| Admin fee / account holder | $811 | $5,514-85.3% | $3,994-79.7% | $13,390-93.9% |