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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 | $31,050 | $90,617-65.7% | $79,476-60.9% | $135,382-77.1% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -3.20% | 977.57%-980.8pp | 718.21%-721.4pp | 519.77%-523.0pp |
| Employer contribution / active EE | $3,701 | $3,068+20.6% | $2,800+32.2% | $4,779-22.6% |
| Participant deferral / active EE | $3,888 | $4,050-4.0% | $3,704+5.0% | $5,609-30.7% |
| Admin fee / account holder | $4,616 | $5,907-21.9% | $5,113-9.7% | $10,829-57.4% |