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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 | $88,754-74.5% | $81,820-72.4% | $145,877-84.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 18.47% | 1031.77%-1013.3pp | 777.93%-759.5pp | 551.28%-532.8pp |
| Employer contribution / active EE | $11,786 | $3,085+282.0% | $2,915+304.3% | $4,663+152.8% |
| Participant deferral / active EE | $7,724 | $4,648+66.2% | $4,323+78.7% | $6,691+15.4% |
| Admin fee / account holder | $8,166 | $8,424-3.1% | $7,391+10.5% | $13,402-39.1% |