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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 | $44,492 | $84,551-47.4% | $61,452-27.6% | $134,532-66.9% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -16.57% | 585.39%-602.0pp | 338.96%-355.5pp | 418.27%-434.8pp |
| Employer contribution / active EE | $2,742 | $1,545+77.5% | $1,160+136.5% | $4,741-42.2% |
| Participant deferral / active EE | $14,625 | $2,818+418.9% | $2,125+588.4% | $6,401+128.5% |
| Admin fee / account holder | $10,941 | $2,587+322.8% | $2,131+413.4% | $11,429-4.3% |