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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 | $111,341 | $93,117+19.6% | $77,096+44.4% | $134,532-17.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -13.49% | 62.67%-76.2pp | 42.35%-55.8pp | 418.27%-431.8pp |
| Employer contribution / active EE | $0 | $3,420-100.0% | $2,814-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $134,242 | $5,241+2461.2% | $4,429+2930.8% | $6,401+1997.2% |
| Admin fee / account holder | $4,649 | $6,948-33.1% | $5,428-14.4% | $11,429-59.3% |