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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 | $88,754-87.1% | $81,820-86.0% | $145,877-92.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.04% | 1031.77%-1017.7pp | 777.93%-763.9pp | 551.28%-537.2pp |
| Employer contribution / active EE | $56,473 | $3,085+1730.3% | $2,915+1837.3% | $4,663+1111.1% |
| Participant deferral / active EE | $105,522 | $4,648+2170.5% | $4,323+2341.2% | $6,691+1477.2% |
| Admin fee / account holder | $7,776 | $8,424-7.7% | $7,391+5.2% | $13,402-42.0% |