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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 | $69,716 | $92,743-24.8% | $82,744-15.7% | $134,532-48.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -6.27% | 946.63%-952.9pp | 702.22%-708.5pp | 418.27%-424.5pp |
| Employer contribution / active EE | $2,783 | $3,273-15.0% | $3,008-7.5% | $4,741-41.3% |
| Participant deferral / active EE | $1,432 | $4,802-70.2% | $4,395-67.4% | $6,401-77.6% |
| Admin fee / account holder | $1,703 | $5,977-71.5% | $5,325-68.0% | $11,429-85.1% |