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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 | $11,469 | $108,882-89.5% | $96,754-88.1% | $154,746-92.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 50.45% | 98.39%-47.9pp | 82.04%-31.6pp | 172.34%-121.9pp |
| Employer contribution / active EE | $113,041 | $3,018+3645.4% | $2,679+4119.2% | $4,379+2481.4% |
| Participant deferral / active EE | $202,832 | $5,323+3710.7% | $4,758+4163.0% | $6,730+2913.7% |
| Admin fee / account holder | $351 | $10,200-96.6% | $8,905-96.1% | $14,365-97.6% |