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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 | $71,002 | $138,102-48.6% | $125,381-43.4% | $134,532-47.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -8.36% | 750.73%-759.1pp | 572.31%-580.7pp | 418.27%-426.6pp |
| Employer contribution / active EE | $36,320 | $5,245+592.4% | $4,815+654.3% | $4,741+666.1% |
| Participant deferral / active EE | $82,429 | $7,801+956.7% | $7,448+1006.8% | $6,401+1187.8% |
| Admin fee / account holder | $10,130 | $11,568-12.4% | $10,007+1.2% | $11,429-11.4% |