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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 | $76,608-79.7% | $56,077-72.2% | $145,877-89.3% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 17.91% | 3009.59%-2991.7pp | 1709.28%-1691.4pp | 551.28%-533.4pp |
| Employer contribution / active EE | $4,793 | $1,382+246.9% | $1,040+360.7% | $4,663+2.8% |
| Participant deferral / active EE | $10,915 | $2,624+315.9% | $1,954+458.6% | $6,691+63.1% |
| Admin fee / account holder | $1,533 | $3,325-53.9% | $2,825-45.7% | $13,402-88.6% |