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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 | $91,036 | $96,123-5.3% | $77,361+17.7% | $198,609-54.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.0%+25.0pp | 82.4%+17.6pp |
| Annual return | 11.41% | 2054.81%-2043.4pp | 1011.54%-1000.1pp | 202.70%-191.3pp |
| Employer contribution / active EE | $5,138 | $3,791+35.5% | $2,990+71.8% | $5,055+1.6% |
| Participant deferral / active EE | $8,538 | $4,975+71.6% | $3,911+118.3% | $6,977+22.4% |
| Admin fee / account holder | $3,553 | $9,471-62.5% | $5,894-39.7% | $19,030-81.3% |