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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 | $162,529-93.0% | $130,788-91.3% | $154,746-92.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 40.37% | 510.48%-470.1pp | 386.44%-346.1pp | 172.34%-132.0pp |
| Employer contribution / active EE | $61,564 | $4,447+1284.3% | $3,558+1630.3% | $4,379+1305.9% |
| Participant deferral / active EE | $91,500 | $4,808+1802.9% | $4,137+2111.7% | $6,730+1259.5% |
| Admin fee / account holder | $6,563 | $7,669-14.4% | $6,673-1.6% | $14,365-54.3% |