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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 | $33,591 | $99,644-66.3% | $86,438-61.1% | $134,532-75.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.80% | 6787.26%-6803.1pp | 4397.19%-4413.0pp | 418.27%-434.1pp |
| Employer contribution / active EE | $2,920 | $4,402-33.7% | $3,769-22.5% | $4,741-38.4% |
| Participant deferral / active EE | $15,091 | $7,247+108.2% | $6,952+117.1% | $6,401+135.8% |
| Admin fee / account holder | $1,297 | $8,375-84.5% | $6,733-80.7% | $11,429-88.7% |