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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 | $6,120 | $84,551-92.8% | $61,452-90.0% | $134,532-95.5% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -19.85% | 585.39%-605.2pp | 338.96%-358.8pp | 418.27%-438.1pp |
| Employer contribution / active EE | $19,917 | $1,545+1189.3% | $1,160+1617.6% | $4,741+320.1% |
| Participant deferral / active EE | $28,442 | $2,818+909.1% | $2,125+1238.7% | $6,401+344.3% |
| Admin fee / account holder | $1,573 | $2,587-39.2% | $2,131-26.2% | $11,429-86.2% |