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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 | $93,681 | $124,203-24.6% | $108,421-13.6% | $167,560-44.1% |
| Participation rate | 0.0% | 82.3%-82.3pp | 80.1%-80.1pp | 82.1%-82.1pp |
| Annual return | 13.70% | 1380.29%-1366.6pp | 905.61%-891.9pp | 478.94%-465.2pp |
| Employer contribution / active EE | $0 | $4,189-100.0% | $3,560-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $0 | $6,910-100.0% | $6,564-100.0% | $6,343-100.0% |
| Admin fee / account holder | $54,842 | $9,459+479.8% | $7,298+651.5% | $12,317+345.2% |