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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 | $36,258 | $202,342-82.1% | $172,752-79.0% | $152,897-76.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 32.95% | 1029.83%-996.9pp | 802.97%-770.0pp | 345.43%-312.5pp |
| Employer contribution / active EE | $10,515 | $5,858+79.5% | $5,144+104.4% | $4,764+120.7% |
| Participant deferral / active EE | $28,250 | $5,948+374.9% | $5,198+443.5% | $5,851+382.8% |
| Admin fee / account holder | $4,904 | $17,111-71.3% | $13,955-64.9% | $11,599-57.7% |