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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 | $52,280 | $96,123-45.6% | $77,361-32.4% | $198,609-73.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.0%+25.0pp | 82.4%+17.6pp |
| Annual return | 5.41% | 2054.81%-2049.4pp | 1011.54%-1006.1pp | 202.70%-197.3pp |
| Employer contribution / active EE | $1,516 | $3,791-60.0% | $2,990-49.3% | $5,055-70.0% |
| Participant deferral / active EE | $0 | $4,975-100.0% | $3,911-100.0% | $6,977-100.0% |
| Admin fee / account holder | $407 | $9,471-95.7% | $5,894-93.1% | $19,030-97.9% |