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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 | $89,215 | $180,462-50.6% | $154,111-42.1% | $135,379-34.1% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -6.58% | 888.17%-894.8pp | 735.18%-741.8pp | 519.79%-526.4pp |
| Employer contribution / active EE | $2,740 | $6,036-54.6% | $5,298-48.3% | $4,779-42.7% |
| Participant deferral / active EE | $6,258 | $5,806+7.8% | $5,081+23.2% | $5,609+11.6% |
| Admin fee / account holder | $6,832 | $16,145-57.7% | $13,411-49.1% | $10,828-36.9% |