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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 | $210,835 | $138,102+52.7% | $125,381+68.2% | $134,532+56.7% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -16.53% | 750.73%-767.3pp | 572.31%-588.8pp | 418.27%-434.8pp |
| Employer contribution / active EE | $29,875 | $5,245+469.5% | $4,815+520.4% | $4,741+530.1% |
| Participant deferral / active EE | $29,875 | $7,801+283.0% | $7,448+301.1% | $6,401+366.7% |
| Admin fee / account holder | $18,225 | $11,568+57.5% | $10,007+82.1% | $11,429+59.5% |