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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 | $151,097 | $90,606+66.8% | $79,466+90.1% | $135,379+11.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -8.80% | 977.69%-986.5pp | 718.28%-727.1pp | 519.79%-528.6pp |
| Employer contribution / active EE | $10,700 | $3,068+248.8% | $2,800+282.1% | $4,779+123.9% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $5,617 | $5,895-4.7% | $5,104+10.0% | $10,828-48.1% |