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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 | $39,666 | $76,608-48.2% | $56,077-29.3% | $145,877-72.8% |
| Participation rate | 75.0% | 63.2%+11.8pp | 52.5%+22.5pp | 80.3%-5.3pp |
| Annual return | 10.52% | 3009.59%-2999.1pp | 1709.28%-1698.8pp | 551.28%-540.8pp |
| Employer contribution / active EE | $1,555 | $1,382+12.5% | $1,040+49.4% | $4,663-66.7% |
| Participant deferral / active EE | $15,733 | $2,624+499.5% | $1,954+705.1% | $6,691+135.1% |
| Admin fee / account holder | $5,709 | $3,325+71.7% | $2,825+102.1% | $13,402-57.4% |