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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 | $195,283 | $106,551+83.3% | $91,225+114.1% | $134,532+45.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -20.84% | 160.78%-181.6pp | 114.12%-135.0pp | 418.27%-439.1pp |
| Employer contribution / active EE | $1,920 | $3,331-42.4% | $2,851-32.7% | $4,741-59.5% |
| Participant deferral / active EE | $8,960 | $4,718+89.9% | $4,233+111.6% | $6,401+40.0% |
| Admin fee / account holder | $21,024 | $6,234+237.2% | $5,422+287.7% | $11,429+84.0% |