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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 | $22,597 | $88,815-74.6% | $81,882-72.4% | $145,897-84.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 18.47% | 1033.75%-1015.3pp | 779.47%-761.0pp | 552.29%-533.8pp |
| Employer contribution / active EE | $11,786 | $3,086+281.9% | $2,916+304.2% | $4,663+152.8% |
| Participant deferral / active EE | $7,724 | $4,647+66.2% | $4,323+78.7% | $6,689+15.5% |
| Admin fee / account holder | $8,166 | $8,434-3.2% | $7,360+11.0% | $13,390-39.0% |