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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 | $67,467 | $138,072-51.1% | $123,549-45.4% | $135,382-50.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.71% | 153.69%-161.4pp | 119.20%-126.9pp | 519.77%-527.5pp |
| Employer contribution / active EE | $9,437 | $5,152+83.2% | $4,628+103.9% | $4,779+97.5% |
| Participant deferral / active EE | $22,052 | $6,799+224.3% | $6,426+243.2% | $5,609+293.2% |
| Admin fee / account holder | $5,701 | $10,917-47.8% | $9,284-38.6% | $10,829-47.4% |