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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 | $9,657 | $88,778-89.1% | $81,844-88.2% | $145,884-93.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 33.43% | 1033.03%-999.6pp | 778.87%-745.4pp | 551.85%-518.4pp |
| Employer contribution / active EE | $2,960 | $3,087-4.1% | $2,916+1.5% | $4,662-36.5% |
| Participant deferral / active EE | $5,968 | $4,648+28.4% | $4,323+38.0% | $6,690-10.8% |
| Admin fee / account holder | $559 | $8,430-93.4% | $7,355-92.4% | $13,392-95.8% |