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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 | $83,751 | $138,102-39.4% | $125,381-33.2% | $134,532-37.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.50% | 750.73%-769.2pp | 572.31%-590.8pp | 418.27%-436.8pp |
| Employer contribution / active EE | $6,145 | $5,245+17.2% | $4,815+27.6% | $4,741+29.6% |
| Participant deferral / active EE | $12,792 | $7,801+64.0% | $7,448+71.8% | $6,401+99.8% |
| Admin fee / account holder | $447 | $11,568-96.1% | $10,007-95.5% | $11,429-96.1% |