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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 | $130,519 | $138,102-5.5% | $125,381+4.1% | $134,532-3.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.54% | 750.73%-767.3pp | 572.31%-588.8pp | 418.27%-434.8pp |
| Employer contribution / active EE | $10,000 | $5,245+90.6% | $4,815+107.7% | $4,741+110.9% |
| Participant deferral / active EE | $22,667 | $7,801+190.6% | $7,448+204.3% | $6,401+254.1% |
| Admin fee / account holder | $440 | $11,568-96.2% | $10,007-95.6% | $11,429-96.1% |