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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 | $75,591 | $138,102-45.3% | $125,381-39.7% | $134,532-43.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.08% | 750.73%-767.8pp | 572.31%-589.4pp | 418.27%-435.3pp |
| Employer contribution / active EE | $8,808 | $5,245+67.9% | $4,815+82.9% | $4,741+85.8% |
| Participant deferral / active EE | $9,771 | $7,801+25.3% | $7,448+31.2% | $6,401+52.6% |
| Admin fee / account holder | $16,984 | $11,568+46.8% | $10,007+69.7% | $11,429+48.6% |