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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 | $88,815-87.1% | $81,882-86.0% | $145,897-92.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.04% | 1033.75%-1019.7pp | 779.47%-765.4pp | 552.29%-538.3pp |
| Employer contribution / active EE | $56,473 | $3,086+1729.8% | $2,916+1836.7% | $4,663+1111.2% |
| Participant deferral / active EE | $105,522 | $4,647+2170.6% | $4,323+2340.9% | $6,689+1477.5% |
| Admin fee / account holder | $7,776 | $8,434-7.8% | $7,360+5.7% | $13,390-41.9% |