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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 | $127,859 | $99,644+28.3% | $86,438+47.9% | $134,532-5.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.96% | 6787.26%-6805.2pp | 4397.19%-4415.2pp | 418.27%-436.2pp |
| Employer contribution / active EE | $2,325 | $4,402-47.2% | $3,769-38.3% | $4,741-51.0% |
| Participant deferral / active EE | $20,496 | $7,247+182.8% | $6,952+194.8% | $6,401+220.2% |
| Admin fee / account holder | $2,125 | $8,375-74.6% | $6,733-68.4% | $11,429-81.4% |