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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 | $7,426 | $76,522-90.3% | $56,033-86.7% | $145,884-94.9% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 7.41% | 3014.28%-3006.9pp | 1711.38%-1704.0pp | 551.85%-544.4pp |
| Employer contribution / active EE | $243 | $1,382-82.4% | $1,041-76.6% | $4,662-94.8% |
| Participant deferral / active EE | $1,007 | $2,624-61.6% | $1,954-48.5% | $6,690-85.0% |
| Admin fee / account holder | $1,237 | $3,328-62.8% | $2,827-56.3% | $13,392-90.8% |