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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 | $76,952 | $72,446+6.2% | $67,561+13.9% | $145,877-47.2% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 17.33% | 7211.98%-7194.7pp | 3525.44%-3508.1pp | 551.28%-533.9pp |
| Employer contribution / active EE | $5,369 | $3,072+74.8% | $2,735+96.3% | $4,663+15.1% |
| Participant deferral / active EE | $8,558 | $4,785+78.9% | $4,003+113.8% | $6,691+27.9% |
| Admin fee / account holder | $2,947 | $5,541-46.8% | $4,006-26.4% | $13,402-78.0% |