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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 | $81,780 | $99,678-18.0% | $86,460-5.4% | $134,554-39.2% |
| Participation rate | 0.0% | 82.1%-82.1pp | 80.3%-80.3pp | 81.2%-81.2pp |
| Annual return | -16.26% | 6791.95%-6808.2pp | 4399.82%-4416.1pp | 418.46%-434.7pp |
| Employer contribution / active EE | $0 | $4,404-100.0% | $3,771-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $0 | $7,250-100.0% | $6,954-100.0% | $6,401-100.0% |
| Admin fee / account holder | $798 | $8,364-90.5% | $6,727-88.1% | $11,430-93.0% |