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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 | $54,146 | $99,011-45.3% | $86,582-37.5% | $147,586-63.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 12.03% | 1312.75%-1300.7pp | 965.08%-953.1pp | 578.59%-566.6pp |
| Employer contribution / active EE | $32,330 | $3,132+932.2% | $2,839+1038.6% | $4,876+563.0% |
| Participant deferral / active EE | $8,437 | $3,972+112.4% | $3,609+133.8% | $5,439+55.1% |
| Admin fee / account holder | $9,011 | $5,709+57.8% | $4,904+83.7% | $10,886-17.2% |