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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 | $88,778-85.9% | $81,844-84.7% | $145,884-91.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.66% | 1033.03%-1023.4pp | 778.87%-769.2pp | 551.85%-542.2pp |
| Employer contribution / active EE | $26,988 | $3,087+774.3% | $2,916+825.4% | $4,662+478.9% |
| Participant deferral / active EE | $47,315 | $4,648+917.9% | $4,323+994.4% | $6,690+607.3% |
| Admin fee / account holder | $33,875 | $8,430+301.8% | $7,355+360.5% | $13,392+153.0% |