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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 | $115,021 | $72,446+58.8% | $67,561+70.2% | $145,877-21.2% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 12.68% | 7211.98%-7199.3pp | 3525.44%-3512.8pp | 551.28%-538.6pp |
| Employer contribution / active EE | $11,211 | $3,072+264.9% | $2,735+310.0% | $4,663+140.4% |
| Participant deferral / active EE | $20,621 | $4,785+331.0% | $4,003+415.1% | $6,691+208.2% |
| Admin fee / account holder | $9,333 | $5,541+68.4% | $4,006+133.0% | $13,402-30.4% |