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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 | $90,950 | $138,114-34.1% | $125,391-27.5% | $134,545-32.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.85% | 750.88%-767.7pp | 572.41%-589.3pp | 418.37%-435.2pp |
| Employer contribution / active EE | $2,900 | $5,246-44.7% | $4,816-39.8% | $4,742-38.8% |
| Participant deferral / active EE | $7,250 | $7,801-7.1% | $7,448-2.7% | $6,401+13.3% |
| Admin fee / account holder | $13,693 | $11,570+18.3% | $10,009+36.8% | $11,431+19.8% |