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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 | $41,926 | $160,059-73.8% | $140,019-70.1% | $135,382-69.0% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.5%-12.5pp | 82.6%-7.6pp |
| Annual return | -5.72% | 911.44%-917.2pp | 651.15%-656.9pp | 519.77%-525.5pp |
| Employer contribution / active EE | $4,302 | $6,420-33.0% | $5,605-23.3% | $4,779-10.0% |
| Participant deferral / active EE | $29,734 | $7,641+289.1% | $6,927+329.3% | $5,609+430.1% |
| Admin fee / account holder | $23,774 | $13,328+78.4% | $10,705+122.1% | $10,829+119.5% |