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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 | $30,013 | $138,078-78.3% | $125,363-76.1% | $134,509-77.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.96% | 750.49%-763.4pp | 572.15%-585.1pp | 418.13%-431.1pp |
| Employer contribution / active EE | $3,116 | $5,245-40.6% | $4,815-35.3% | $4,741-34.3% |
| Participant deferral / active EE | $10,719 | $7,800+37.4% | $7,447+43.9% | $6,400+67.5% |
| Admin fee / account holder | $1,355 | $11,566-88.3% | $10,005-86.5% | $11,427-88.1% |