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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 | $67,621 | $68,097-0.7% | $62,929+7.5% | $137,256-50.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 14.94% | 1859.11%-1844.2pp | 1063.93%-1049.0pp | 220.34%-205.4pp |
| Employer contribution / active EE | $1,830 | $2,811-34.9% | $2,505-26.9% | $4,156-56.0% |
| Participant deferral / active EE | $1,221 | $4,553-73.2% | $3,888-68.6% | $6,407-80.9% |
| Admin fee / account holder | $8,313 | $6,521+27.5% | $5,065+64.1% | $12,270-32.2% |