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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 | $23,143 | $138,114-83.2% | $125,391-81.5% | $134,545-82.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.16% | 750.88%-766.0pp | 572.41%-587.6pp | 418.37%-433.5pp |
| Employer contribution / active EE | $5,190 | $5,246-1.1% | $4,816+7.8% | $4,742+9.5% |
| Participant deferral / active EE | $9,596 | $7,801+23.0% | $7,448+28.8% | $6,401+49.9% |
| Admin fee / account holder | $8,945 | $11,570-22.7% | $10,009-10.6% | $11,431-21.7% |