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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 | $80,267 | $90,617-11.4% | $79,476+1.0% | $135,382-40.7% |
| Participation rate | 0.0% | 76.1%-76.1pp | 73.3%-73.3pp | 82.6%-82.6pp |
| Annual return | 7.65% | 977.57%-969.9pp | 718.21%-710.6pp | 519.77%-512.1pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $771 | $5,907-86.9% | $5,113-84.9% | $10,829-92.9% |