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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 | $24,488 | $169,336-85.5% | $129,384-81.1% | $145,884-83.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 8.78% | 14408.70%-14399.9pp | 9461.77%-9453.0pp | 551.85%-543.1pp |
| Employer contribution / active EE | $0 | $5,540-100.0% | $4,153-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,500 | $4,985-9.7% | $4,166+8.0% | $6,690-32.7% |
| Admin fee / account holder | $829 | $9,912-91.6% | $7,686-89.2% | $13,392-93.8% |