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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 | $15,954 | $138,114-88.4% | $125,391-87.3% | $134,545-88.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.22% | 750.88%-771.1pp | 572.41%-592.6pp | 418.37%-438.6pp |
| Employer contribution / active EE | $5,950 | $5,246+13.4% | $4,816+23.5% | $4,742+25.5% |
| Participant deferral / active EE | $13,636 | $7,801+74.8% | $7,448+83.1% | $6,401+113.0% |
| Admin fee / account holder | $1,743 | $11,570-84.9% | $10,009-82.6% | $11,431-84.7% |