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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 | $10,045 | $169,356-94.1% | $129,406-92.2% | $145,897-93.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 18.60% | 14418.62%-14400.0pp | 9468.18%-9449.6pp | 552.29%-533.7pp |
| Employer contribution / active EE | $1,363 | $5,542-75.4% | $4,155-67.2% | $4,663-70.8% |
| Participant deferral / active EE | $0 | $4,987-100.0% | $4,167-100.0% | $6,689-100.0% |
| Admin fee / account holder | $551 | $9,915-94.4% | $7,689-92.8% | $13,390-95.9% |