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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 | $55,304 | $138,072-59.9% | $123,549-55.2% | $135,382-59.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.20% | 153.69%-157.9pp | 119.20%-123.4pp | 519.77%-524.0pp |
| Employer contribution / active EE | $12,913 | $5,152+150.7% | $4,628+179.0% | $4,779+170.2% |
| Participant deferral / active EE | $20,311 | $6,799+198.7% | $6,426+216.1% | $5,609+262.1% |
| Admin fee / account holder | $21,803 | $10,917+99.7% | $9,284+134.8% | $10,829+101.3% |