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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 | $37,354 | $99,031-62.3% | $86,597-56.9% | $147,585-74.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 11.58% | 1312.56%-1301.0pp | 964.96%-953.4pp | 578.57%-567.0pp |
| Employer contribution / active EE | $21,399 | $3,132+583.2% | $2,840+653.6% | $4,876+338.8% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $610 | $5,711-89.3% | $4,906-87.6% | $10,885-94.4% |