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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 | $15,565 | $76,519-79.7% | $56,025-72.2% | $145,897-89.3% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 17.91% | 3017.03%-2999.1pp | 1712.69%-1694.8pp | 552.29%-534.4pp |
| Employer contribution / active EE | $4,793 | $1,383+246.5% | $1,042+360.2% | $4,663+2.8% |
| Participant deferral / active EE | $10,915 | $2,624+315.9% | $1,955+458.4% | $6,689+63.2% |
| Admin fee / account holder | $1,533 | $3,331-54.0% | $2,828-45.8% | $13,390-88.6% |