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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 | $84,567 | $138,068-38.7% | $125,358-32.5% | $134,493-37.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 2.14% | 750.30%-748.2pp | 572.03%-569.9pp | 418.01%-415.9pp |
| Employer contribution / active EE | $5,800 | $5,244+10.6% | $4,814+20.5% | $4,740+22.4% |
| Participant deferral / active EE | $11,100 | $7,799+42.3% | $7,447+49.1% | $6,400+73.4% |
| Admin fee / account holder | $10,161 | $11,568-12.2% | $10,007+1.5% | $11,425-11.1% |