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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 | $128,646 | $190,862-32.6% | $159,991-19.6% | $134,509-4.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -15.16% | 552.59%-567.8pp | 408.82%-424.0pp | 418.13%-433.3pp |
| Employer contribution / active EE | $1,928 | $4,995-61.4% | $4,225-54.4% | $4,741-59.3% |
| Participant deferral / active EE | $27,000 | $6,924+290.0% | $6,183+336.7% | $6,400+321.9% |
| Admin fee / account holder | $961 | $10,495-90.8% | $8,715-89.0% | $11,427-91.6% |