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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 | $88,754-39.6% | $81,820-34.5% | $145,877-63.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.29% | 1031.77%-1021.5pp | 777.93%-767.6pp | 551.28%-541.0pp |
| Employer contribution / active EE | $21,217 | $3,085+587.7% | $2,915+627.9% | $4,663+355.0% |
| Participant deferral / active EE | $14,190 | $4,648+205.3% | $4,323+228.3% | $6,691+112.1% |
| Admin fee / account holder | $137,161 | $8,424+1528.3% | $7,391+1755.9% | $13,402+923.4% |