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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 | $144,215 | $180,459-20.1% | $154,108-6.4% | $135,380+6.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.36% | 888.21%-895.6pp | 735.21%-742.6pp | 519.81%-527.2pp |
| Employer contribution / active EE | $14,679 | $6,035+143.2% | $5,298+177.1% | $4,779+207.2% |
| Participant deferral / active EE | $8,366 | $5,806+44.1% | $5,081+64.7% | $5,609+49.1% |
| Admin fee / account holder | $329 | $16,145-98.0% | $13,411-97.6% | $10,828-97.0% |