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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 | $8,897 | $76,522-88.4% | $56,033-84.1% | $145,884-93.9% |
| Participation rate | 94.7% | 63.2%+31.5pp | 52.5%+42.2pp | 80.3%+14.4pp |
| Annual return | 7.99% | 3014.28%-3006.3pp | 1711.38%-1703.4pp | 551.85%-543.9pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,041-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $2,624-100.0% | $1,954-100.0% | $6,690-100.0% |
| Admin fee / account holder | $513 | $3,328-84.6% | $2,827-81.8% | $13,392-96.2% |