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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 | $24,854 | $138,075-82.0% | $123,552-79.9% | $135,379-81.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.92% | 153.70%-159.6pp | 119.20%-125.1pp | 519.79%-525.7pp |
| Employer contribution / active EE | $17,914 | $5,152+247.7% | $4,628+287.1% | $4,779+274.9% |
| Participant deferral / active EE | $58,135 | $6,800+755.0% | $6,426+804.7% | $5,609+936.5% |
| Admin fee / account holder | $5,513 | $10,917-49.5% | $9,285-40.6% | $10,828-49.1% |