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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 | $73,447 | $72,426+1.4% | $67,560+8.7% | $145,897-49.7% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 14.98% | 7226.78%-7211.8pp | 3533.50%-3518.5pp | 552.29%-537.3pp |
| Employer contribution / active EE | $8,612 | $3,074+180.1% | $2,737+214.7% | $4,663+84.7% |
| Participant deferral / active EE | $19,690 | $4,785+311.5% | $4,004+391.8% | $6,689+194.4% |
| Admin fee / account holder | $7,474 | $5,514+35.5% | $3,994+87.1% | $13,390-44.2% |