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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 | $65,210 | $138,102-52.8% | $125,381-48.0% | $134,532-51.5% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -18.91% | 750.73%-769.6pp | 572.31%-591.2pp | 418.27%-437.2pp |
| Employer contribution / active EE | $8,705 | $5,245+65.9% | $4,815+80.8% | $4,741+83.6% |
| Participant deferral / active EE | $18,547 | $7,801+137.8% | $7,448+149.0% | $6,401+189.8% |
| Admin fee / account holder | $3,510 | $11,568-69.7% | $10,007-64.9% | $11,429-69.3% |