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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 | $53,611 | $67,372-20.4% | $60,906-12.0% | $134,532-60.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -11.31% | 50.05%-61.4pp | 16.94%-28.2pp | 418.27%-429.6pp |
| Employer contribution / active EE | $4,703 | $3,099+51.7% | $2,703+74.0% | $4,741-0.8% |
| Participant deferral / active EE | $4,703 | $4,532+3.8% | $3,814+23.3% | $6,401-26.5% |
| Admin fee / account holder | $1,670 | $4,588-63.6% | $3,227-48.2% | $11,429-85.4% |