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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 | $66,724 | $90,617-26.4% | $79,476-16.0% | $135,382-50.7% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 1.06% | 977.57%-976.5pp | 718.21%-717.2pp | 519.77%-518.7pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $14,686 | $4,050+262.6% | $3,704+296.5% | $5,609+161.8% |
| Admin fee / account holder | $19,685 | $5,907+233.2% | $5,113+285.0% | $10,829+81.8% |