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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 | $63,122 | $69,274-8.9% | $64,097-1.5% | $139,487-54.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 16020.26% | 46.00%+15974.3pp | 33.75%+15986.5pp | 373.84%+15646.4pp |
| Employer contribution / active EE | $46,076 | $3,187+1345.7% | $2,750+1575.5% | $4,755+869.1% |
| Participant deferral / active EE | $0 | $4,685-100.0% | $3,881-100.0% | $6,713-100.0% |
| Admin fee / account holder | $5,524 | $4,247+30.1% | $3,070+79.9% | $11,407-51.6% |