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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 | $139,946 | $72,403+93.3% | $67,524+107.3% | $145,978-4.1% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 14.68% | 7197.23%-7182.5pp | 3519.41%-3504.7pp | 550.52%-535.8pp |
| Employer contribution / active EE | $9,227 | $3,072+200.4% | $2,734+237.5% | $4,662+97.9% |
| Participant deferral / active EE | $12,430 | $4,782+159.9% | $4,001+210.6% | $6,690+85.8% |
| Admin fee / account holder | $3,274 | $5,541-40.9% | $4,001-18.2% | $13,400-75.6% |