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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 | $13,568 | $73,421-81.5% | $66,439-79.6% | $155,188-91.3% |
| Participation rate | 100.0% | 79.7%+20.3pp | 74.5%+25.5pp | 80.8%+19.2pp |
| Annual return | 15.97% | 1382.37%-1366.4pp | 757.66%-741.7pp | 148.84%-132.9pp |
| Employer contribution / active EE | $5,753 | $3,039+89.3% | $2,637+118.2% | $4,248+35.4% |
| Participant deferral / active EE | $3,287 | $4,680-29.8% | $3,876-15.2% | $6,531-49.7% |
| Admin fee / account holder | $6,153 | $8,856-30.5% | $6,173-0.3% | $14,480-57.5% |