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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 | $28,998 | $97,729-70.3% | $83,830-65.4% | $135,379-78.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.33% | 1287.52%-1292.8pp | 850.97%-856.3pp | 519.79%-525.1pp |
| Employer contribution / active EE | $28,075 | $4,222+565.0% | $3,631+673.2% | $4,779+487.5% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $5,560 | $6,674-16.7% | $5,479+1.5% | $10,828-48.6% |