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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 | $114,797 | $72,465+58.4% | $67,575+69.9% | $145,884-21.3% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 11.86% | 7222.56%-7210.7pp | 3528.98%-3517.1pp | 551.85%-540.0pp |
| Employer contribution / active EE | $8,068 | $3,074+162.5% | $2,736+194.9% | $4,662+73.0% |
| Participant deferral / active EE | $7,035 | $4,786+47.0% | $4,003+75.7% | $6,690+5.2% |
| Admin fee / account holder | $3,144 | $5,515-43.0% | $3,993-21.3% | $13,392-76.5% |