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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 | $13,627 | $76,522-82.2% | $56,033-75.7% | $145,884-90.7% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 15.19% | 3014.28%-2999.1pp | 1711.38%-1696.2pp | 551.85%-536.7pp |
| Employer contribution / active EE | $2,174 | $1,382+57.3% | $1,041+108.9% | $4,662-53.4% |
| Participant deferral / active EE | $4,509 | $2,624+71.8% | $1,954+130.7% | $6,690-32.6% |
| Admin fee / account holder | $1,602 | $3,328-51.9% | $2,827-43.3% | $13,392-88.0% |