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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 | $12,531 | $88,702-85.9% | $81,780-84.7% | $145,978-91.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.66% | 1029.12%-1019.5pp | 776.27%-766.6pp | 550.52%-540.9pp |
| Employer contribution / active EE | $26,988 | $3,084+775.0% | $2,914+826.2% | $4,662+478.9% |
| Participant deferral / active EE | $47,315 | $4,645+918.6% | $4,321+995.1% | $6,690+607.3% |
| Admin fee / account holder | $33,875 | $8,414+302.6% | $7,384+358.8% | $13,400+152.8% |