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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 | $59,421 | $104,520-43.1% | $76,823-22.7% | $152,885-61.1% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.5%+17.5pp |
| Annual return | 8.47% | 1014.03%-1005.6pp | 1166.42%-1157.9pp | 345.39%-336.9pp |
| Employer contribution / active EE | $0 | $3,117-100.0% | $2,302-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $4,236-100.0% | $3,336-100.0% | $5,851-100.0% |
| Admin fee / account holder | $12,781 | $12,283+4.0% | $6,422+99.0% | $11,598+10.2% |