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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 | $15,450 | $73,421-79.0% | $66,439-76.7% | $155,188-90.0% |
| Participation rate | 100.0% | 79.7%+20.3pp | 74.5%+25.5pp | 80.8%+19.2pp |
| Annual return | 8.20% | 1382.37%-1374.2pp | 757.66%-749.5pp | 148.84%-140.6pp |
| Employer contribution / active EE | $3,756 | $3,039+23.6% | $2,637+42.4% | $4,248-11.6% |
| Participant deferral / active EE | $6,772 | $4,680+44.7% | $3,876+74.7% | $6,531+3.7% |
| Admin fee / account holder | $28,080 | $8,856+217.1% | $6,173+354.8% | $14,480+93.9% |