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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 | $90,615 | $152,542-40.6% | $117,498-22.9% | $134,509-32.6% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -8.49% | 53.02%-61.5pp | 29.75%-38.2pp | 418.13%-426.6pp |
| Employer contribution / active EE | $9,000 | $5,574+61.5% | $4,178+115.4% | $4,741+89.9% |
| Participant deferral / active EE | $27,000 | $4,819+460.2% | $4,071+563.2% | $6,400+321.9% |
| Admin fee / account holder | $62,015 | $7,006+785.2% | $5,646+998.4% | $11,427+442.7% |