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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 | $7,103 | $76,519-90.7% | $56,025-87.3% | $145,897-95.1% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 20.57% | 3017.03%-2996.5pp | 1712.69%-1692.1pp | 552.29%-531.7pp |
| Employer contribution / active EE | $8,187 | $1,383+491.9% | $1,042+686.0% | $4,663+75.6% |
| Participant deferral / active EE | $15,257 | $2,624+481.3% | $1,955+680.6% | $6,689+128.1% |
| Admin fee / account holder | $1,664 | $3,331-50.0% | $2,828-41.2% | $13,390-87.6% |