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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 | $79,127 | $90,606-12.7% | $79,466-0.4% | $135,379-41.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -1.60% | 977.69%-979.3pp | 718.28%-719.9pp | 519.79%-521.4pp |
| Employer contribution / active EE | $15,620 | $3,068+409.2% | $2,800+457.8% | $4,779+226.9% |
| Participant deferral / active EE | $7,980 | $4,050+97.0% | $3,704+115.4% | $5,609+42.3% |
| Admin fee / account holder | $63,167 | $5,895+971.6% | $5,104+1137.6% | $10,828+483.4% |