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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 | $52,134 | $109,872-52.6% | $98,483-47.1% | $167,536-68.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 13.60% | 1959.31%-1945.7pp | 1494.38%-1480.8pp | 478.82%-465.2pp |
| Employer contribution / active EE | $8,570 | $3,225+165.7% | $2,961+189.5% | $4,839+77.1% |
| Participant deferral / active EE | $14,954 | $4,673+220.0% | $4,276+249.7% | $6,342+135.8% |
| Admin fee / account holder | $15,763 | $6,757+133.3% | $5,953+164.8% | $12,315+28.0% |