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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 | $2,101 | $76,608-97.3% | $56,077-96.3% | $145,877-98.6% |
| Participation rate | 80.0% | 63.2%+16.8pp | 52.5%+27.5pp | 80.3%-0.3pp |
| Annual return | 11.05% | 3009.59%-2998.5pp | 1709.28%-1698.2pp | 551.28%-540.2pp |
| Employer contribution / active EE | $1,840 | $1,382+33.2% | $1,040+76.9% | $4,663-60.5% |
| Participant deferral / active EE | $3,239 | $2,624+23.4% | $1,954+65.7% | $6,691-51.6% |
| Admin fee / account holder | $377 | $3,325-88.7% | $2,825-86.7% | $13,402-97.2% |