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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 | $196,304 | $97,759+100.8% | $83,849+134.1% | $135,377+45.0% |
| Participation rate | 94.4% | 79.9%+14.5pp | 76.1%+18.3pp | 82.6%+11.8pp |
| Annual return | -1.48% | 1287.41%-1288.9pp | 850.91%-852.4pp | 519.75%-521.2pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $4,505 | $6,674-32.5% | $5,478-17.8% | $10,828-58.4% |