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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 | $33,662 | $150,447-77.6% | $136,298-75.3% | $147,586-77.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 20.52% | 1049.15%-1028.6pp | 5156.27%-5135.8pp | 578.59%-558.1pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,076 | $6,631-23.5% | $6,247-18.8% | $5,439-6.7% |
| Admin fee / account holder | $3,002 | $10,906-72.5% | $9,244-67.5% | $10,886-72.4% |