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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 | $58,702 | $202,342-71.0% | $172,753-66.0% | $152,909-61.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 16.41% | 1029.88%-1013.5pp | 803.00%-786.6pp | 345.46%-329.1pp |
| Employer contribution / active EE | $0 | $5,857-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $38,257 | $5,948+543.2% | $5,198+636.1% | $5,851+553.8% |
| Admin fee / account holder | $1,872 | $17,112-89.1% | $13,956-86.6% | $11,601-83.9% |