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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 | $37,988 | $73,421-48.3% | $66,439-42.8% | $155,188-75.5% |
| Participation rate | 100.0% | 79.7%+20.3pp | 74.5%+25.5pp | 80.8%+19.2pp |
| Annual return | 13.01% | 1382.37%-1369.4pp | 757.66%-744.7pp | 148.84%-135.8pp |
| Employer contribution / active EE | $7,652 | $3,039+151.8% | $2,637+190.2% | $4,248+80.1% |
| Participant deferral / active EE | $10,085 | $4,680+115.5% | $3,876+160.2% | $6,531+54.4% |
| Admin fee / account holder | $1,278 | $8,856-85.6% | $6,173-79.3% | $14,480-91.2% |