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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 | $18,705 | $138,102-86.5% | $125,381-85.1% | $134,532-86.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.54% | 750.73%-766.3pp | 572.31%-587.8pp | 418.27%-433.8pp |
| Employer contribution / active EE | $7,754 | $5,245+47.8% | $4,815+61.0% | $4,741+63.5% |
| Participant deferral / active EE | $4,073 | $7,801-47.8% | $7,448-45.3% | $6,401-36.4% |
| Admin fee / account holder | $7,265 | $11,568-37.2% | $10,007-27.4% | $11,429-36.4% |