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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 | $88,758 | $150,447-41.0% | $136,298-34.9% | $147,586-39.9% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 20.83% | 1049.15%-1028.3pp | 5156.27%-5135.4pp | 578.59%-557.8pp |
| Employer contribution / active EE | $1,381 | $5,256-73.7% | $4,696-70.6% | $4,876-71.7% |
| Participant deferral / active EE | $5,301 | $6,631-20.1% | $6,247-15.2% | $5,439-2.5% |
| Admin fee / account holder | $8,602 | $10,906-21.1% | $9,244-6.9% | $10,886-21.0% |