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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 | $23,334 | $138,078-83.1% | $125,363-81.4% | $134,509-82.7% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -18.64% | 750.49%-769.1pp | 572.15%-590.8pp | 418.13%-436.8pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,953 | $7,800-36.5% | $7,447-33.5% | $6,400-22.6% |
| Admin fee / account holder | $4,271 | $11,566-63.1% | $10,005-57.3% | $11,427-62.6% |