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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 | $20,742 | $72,446-71.4% | $67,561-69.3% | $145,877-85.8% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 12.81% | 7211.98%-7199.2pp | 3525.44%-3512.6pp | 551.28%-538.5pp |
| Employer contribution / active EE | $4,648 | $3,072+51.3% | $2,735+70.0% | $4,663-0.3% |
| Participant deferral / active EE | $8,050 | $4,785+68.2% | $4,003+101.1% | $6,691+20.3% |
| Admin fee / account holder | $317 | $5,541-94.3% | $4,006-92.1% | $13,402-97.6% |