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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 | $6,124 | $68,097-91.0% | $62,929-90.3% | $137,256-95.5% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 40.51% | 1859.11%-1818.6pp | 1063.93%-1023.4pp | 220.34%-179.8pp |
| Employer contribution / active EE | $9,544 | $2,811+239.5% | $2,505+281.1% | $4,156+129.6% |
| Participant deferral / active EE | $31,849 | $4,553+599.6% | $3,888+719.1% | $6,407+397.1% |
| Admin fee / account holder | $1,833 | $6,521-71.9% | $5,065-63.8% | $12,270-85.1% |