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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 | $11,442 | $88,710-87.1% | $81,783-86.0% | $145,959-92.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.04% | 1027.26%-1013.2pp | 775.05%-761.0pp | 561.95%-547.9pp |
| Employer contribution / active EE | $56,473 | $3,083+1731.6% | $2,913+1838.9% | $4,661+1111.7% |
| Participant deferral / active EE | $105,522 | $4,645+2171.8% | $4,320+2342.4% | $6,689+1477.7% |
| Admin fee / account holder | $7,776 | $8,407-7.5% | $7,380+5.4% | $13,398-42.0% |