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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 | $53,610 | $88,710-39.6% | $81,783-34.4% | $145,959-63.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.29% | 1027.26%-1017.0pp | 775.05%-764.8pp | 561.95%-551.7pp |
| Employer contribution / active EE | $21,217 | $3,083+588.1% | $2,913+628.5% | $4,661+355.2% |
| Participant deferral / active EE | $14,190 | $4,645+205.5% | $4,320+228.4% | $6,689+112.2% |
| Admin fee / account holder | $137,161 | $8,407+1531.5% | $7,380+1758.6% | $13,398+923.8% |