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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 | $35,794 | $150,447-76.2% | $136,298-73.7% | $147,586-75.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.91% | 1049.15%-1031.2pp | 5156.27%-5138.4pp | 578.59%-560.7pp |
| Employer contribution / active EE | $6,758 | $5,256+28.6% | $4,696+43.9% | $4,876+38.6% |
| Participant deferral / active EE | $16,752 | $6,631+152.6% | $6,247+168.2% | $5,439+208.0% |
| Admin fee / account holder | $832 | $10,906-92.4% | $9,244-91.0% | $10,886-92.4% |