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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 | $56,582 | $90,617-37.6% | $79,476-28.8% | $135,382-58.2% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -1.05% | 977.57%-978.6pp | 718.21%-719.3pp | 519.77%-520.8pp |
| Employer contribution / active EE | $2,473 | $3,068-19.4% | $2,800-11.7% | $4,779-48.3% |
| Participant deferral / active EE | $1,431 | $4,050-64.7% | $3,704-61.4% | $5,609-74.5% |
| Admin fee / account holder | $801 | $5,907-86.4% | $5,113-84.3% | $10,829-92.6% |