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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 | $60,431 | $138,114-56.2% | $125,391-51.8% | $134,545-55.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.15% | 750.88%-766.0pp | 572.41%-587.6pp | 418.37%-433.5pp |
| Employer contribution / active EE | $47,078 | $5,246+797.4% | $4,816+877.6% | $4,742+892.9% |
| Participant deferral / active EE | $33,105 | $7,801+324.4% | $7,448+344.5% | $6,401+417.2% |
| Admin fee / account holder | $311,768 | $11,570+2594.6% | $10,009+3015.0% | $11,431+2627.5% |