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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 | $72,070 | $160,059-55.0% | $140,019-48.5% | $135,380-46.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.05% | 911.48%-915.5pp | 651.17%-655.2pp | 519.81%-523.9pp |
| Employer contribution / active EE | $10,552 | $6,420+64.4% | $5,605+88.3% | $4,779+120.8% |
| Participant deferral / active EE | $10,350 | $7,641+35.5% | $6,927+49.4% | $5,609+84.5% |
| Admin fee / account holder | $1,219 | $13,328-90.9% | $10,705-88.6% | $10,828-88.7% |