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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 | $11,428 | $149,040-92.3% | $120,225-90.5% | $137,256-91.7% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 40.37% | 605.68%-565.3pp | 439.23%-398.9pp | 220.34%-180.0pp |
| Employer contribution / active EE | $61,564 | $4,350+1315.2% | $3,475+1671.4% | $4,156+1381.3% |
| Participant deferral / active EE | $91,500 | $4,655+1865.8% | $3,999+2188.2% | $6,407+1328.2% |
| Admin fee / account holder | $6,563 | $6,348+3.4% | $5,696+15.2% | $12,270-46.5% |