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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 | $17,346 | $104,116-83.3% | $71,089-75.6% | $135,380-87.2% |
| Participation rate | 88.9% | 65.7%+23.2pp | 54.6%+34.2pp | 82.6%+6.2pp |
| Annual return | -5.44% | 1256.51%-1261.9pp | 650.65%-656.1pp | 519.81%-525.2pp |
| Employer contribution / active EE | $2,922 | $1,485+96.8% | $1,088+168.6% | $4,779-38.9% |
| Participant deferral / active EE | $12,974 | $2,524+414.1% | $1,873+592.9% | $5,609+131.3% |
| Admin fee / account holder | $7,110 | $4,142+71.7% | $3,082+130.7% | $10,828-34.3% |