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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 | $65,395 | $88,754-26.3% | $81,820-20.1% | $145,877-55.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.76% | 1031.77%-1021.0pp | 777.93%-767.2pp | 551.28%-540.5pp |
| Employer contribution / active EE | $5,172 | $3,085+67.6% | $2,915+77.4% | $4,663+10.9% |
| Participant deferral / active EE | $4,775 | $4,648+2.7% | $4,323+10.5% | $6,691-28.6% |
| Admin fee / account holder | $7,977 | $8,424-5.3% | $7,391+7.9% | $13,402-40.5% |