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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 | $27,857 | $84,447-67.0% | $61,389-54.6% | $134,493-79.3% |
| Participation rate | 70.0% | 62.2%+7.8pp | 52.6%+17.4pp | 81.2%-11.2pp |
| Annual return | -4.40% | 584.84%-589.2pp | 338.73%-343.1pp | 418.01%-422.4pp |
| Employer contribution / active EE | $0 | $1,545-100.0% | $1,160-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $0 | $2,819-100.0% | $2,125-100.0% | $6,400-100.0% |
| Admin fee / account holder | $1,252 | $2,587-51.6% | $2,130-41.2% | $11,425-89.0% |