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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 | $62,102 | $109,872-43.5% | $98,483-36.9% | $167,536-62.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 12.84% | 1959.31%-1946.5pp | 1494.38%-1481.5pp | 478.82%-466.0pp |
| Employer contribution / active EE | $14,519 | $3,225+350.2% | $2,961+390.4% | $4,839+200.0% |
| Participant deferral / active EE | $3,780 | $4,673-19.1% | $4,276-11.6% | $6,342-40.4% |
| Admin fee / account holder | $8,268 | $6,757+22.4% | $5,953+38.9% | $12,315-32.9% |