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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 | $69,402 | $84,697-18.1% | $73,845-6.0% | $125,393-44.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 3.85% | 3123.66%-3119.8pp | 2267.91%-2264.1pp | 282.23%-278.4pp |
| Employer contribution / active EE | $2,294 | $3,123-26.6% | $2,788-17.7% | $4,866-52.9% |
| Participant deferral / active EE | $6,600 | $3,993+65.3% | $3,583+84.2% | $5,351+23.3% |
| Admin fee / account holder | $4,398 | $5,692-22.7% | $4,881-9.9% | $9,541-53.9% |