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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 | $217,175 | $234,190-7.3% | $180,320+20.4% | $198,609+9.3% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.5%+28.5pp | 82.4%+17.6pp |
| Annual return | 6.67% | 1057.44%-1050.8pp | 778.54%-771.9pp | 202.70%-196.0pp |
| Employer contribution / active EE | $4,565 | $5,258-13.2% | $4,108+11.1% | $5,055-9.7% |
| Participant deferral / active EE | $20,650 | $4,988+313.9% | $4,304+379.7% | $6,977+196.0% |
| Admin fee / account holder | $231,858 | $12,558+1746.3% | $10,000+2218.5% | $19,030+1118.4% |