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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 | $40,198 | $84,697-52.5% | $73,845-45.6% | $125,393-67.9% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 1.42% | 3123.66%-3122.2pp | 2267.91%-2266.5pp | 282.23%-280.8pp |
| Employer contribution / active EE | $2,630 | $3,123-15.8% | $2,788-5.7% | $4,866-46.0% |
| Participant deferral / active EE | $0 | $3,993-100.0% | $3,583-100.0% | $5,351-100.0% |
| Admin fee / account holder | $654 | $5,692-88.5% | $4,881-86.6% | $9,541-93.1% |