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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 | $133,202 | $72,426+83.9% | $67,560+97.2% | $145,897-8.7% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 12.25% | 7226.78%-7214.5pp | 3533.50%-3521.2pp | 552.29%-540.0pp |
| Employer contribution / active EE | $7,023 | $3,074+128.4% | $2,737+156.6% | $4,663+50.6% |
| Participant deferral / active EE | $0 | $4,785-100.0% | $4,004-100.0% | $6,689-100.0% |
| Admin fee / account holder | $9,010 | $5,514+63.4% | $3,994+125.6% | $13,390-32.7% |