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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 | $143,641 | $73,421+95.6% | $66,439+116.2% | $155,188-7.4% |
| Participation rate | 100.0% | 79.7%+20.3pp | 74.5%+25.5pp | 80.8%+19.2pp |
| Annual return | 11.47% | 1382.37%-1370.9pp | 757.66%-746.2pp | 148.84%-137.4pp |
| Employer contribution / active EE | $0 | $3,039-100.0% | $2,637-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,233 | $4,680-52.3% | $3,876-42.4% | $6,531-65.8% |
| Admin fee / account holder | $2,891 | $8,856-67.4% | $6,173-53.2% | $14,480-80.0% |