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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 | $29,788 | $96,419-69.1% | $80,648-63.1% | $139,487-78.6% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 11.39% | 1352.86%-1341.5pp | 937.21%-925.8pp | 373.84%-362.5pp |
| Employer contribution / active EE | $57,116 | $3,261+1651.4% | $2,724+1997.1% | $4,755+1101.3% |
| Participant deferral / active EE | $94,134 | $5,225+1701.5% | $4,443+2018.5% | $6,713+1302.4% |
| Admin fee / account holder | $33,444 | $6,605+406.4% | $5,382+521.4% | $11,407+193.2% |