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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 | $106,827 | $96,123+11.1% | $77,361+38.1% | $198,609-46.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.0%+25.0pp | 82.4%+17.6pp |
| Annual return | 8.59% | 2054.81%-2046.2pp | 1011.54%-1003.0pp | 202.70%-194.1pp |
| Employer contribution / active EE | $6,177 | $3,791+63.0% | $2,990+106.6% | $5,055+22.2% |
| Participant deferral / active EE | $0 | $4,975-100.0% | $3,911-100.0% | $6,977-100.0% |
| Admin fee / account holder | $5,290 | $9,471-44.1% | $5,894-10.2% | $19,030-72.2% |