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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 | $25,713 | $75,962-66.2% | $154,108-83.3% | $64,173-59.9% |
| Participation rate | 94.6% | 70.4%+24.2pp | 83.0%+11.6pp | 69.6%+25.1pp |
| Annual return | -5.63% | 30.32%-35.9pp | 735.21%-740.8pp | 7.63%-13.3pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $443 | $5,589-92.1% | $13,411-96.7% | $4,887-90.9% |