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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 | $32,490 | $138,114-76.5% | $125,391-74.1% | $134,545-75.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.49% | 750.88%-768.4pp | 572.41%-589.9pp | 418.37%-435.9pp |
| Employer contribution / active EE | $3,250 | $5,246-38.0% | $4,816-32.5% | $4,742-31.5% |
| Participant deferral / active EE | $3,250 | $7,801-58.3% | $7,448-56.4% | $6,401-49.2% |
| Admin fee / account holder | $5,862 | $11,570-49.3% | $10,009-41.4% | $11,431-48.7% |