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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 | $17,212 | $104,116-83.5% | $71,089-75.8% | $135,380-87.3% |
| Participation rate | 90.0% | 65.7%+24.3pp | 54.6%+35.4pp | 82.6%+7.4pp |
| Annual return | -2.88% | 1256.51%-1259.4pp | 650.65%-653.5pp | 519.81%-522.7pp |
| Employer contribution / active EE | $843 | $1,485-43.2% | $1,088-22.5% | $4,779-82.4% |
| Participant deferral / active EE | $3,759 | $2,524+48.9% | $1,873+100.7% | $5,609-33.0% |
| Admin fee / account holder | $7,840 | $4,142+89.3% | $3,082+154.3% | $10,828-27.6% |