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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.
Plan reported a final filing / termination within the last year.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,498 | $90,607-35.4% | $79,467-26.4% | $135,380-56.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -9.52% | 977.74%-987.3pp | 718.30%-727.8pp | 519.81%-529.3pp |
| Employer contribution / active EE | $1,496 | $3,068-51.2% | $2,800-46.6% | $4,779-68.7% |
| Participant deferral / active EE | $3,375 | $4,050-16.7% | $3,704-8.9% | $5,609-39.8% |
| Admin fee / account holder | $962 | $5,895-83.7% | $5,104-81.2% | $10,828-91.1% |