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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 | $88,710-74.5% | $81,783-72.4% | $145,959-84.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 18.47% | 1027.26%-1008.8pp | 775.05%-756.6pp | 561.95%-543.5pp |
| Employer contribution / active EE | $11,786 | $3,083+282.3% | $2,913+304.7% | $4,661+152.9% |
| Participant deferral / active EE | $7,724 | $4,645+66.3% | $4,320+78.8% | $6,689+15.5% |
| Admin fee / account holder | $8,166 | $8,407-2.9% | $7,380+10.6% | $13,398-39.1% |