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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 | $169,357 | $61,388+175.9% | $238,250-28.9% | $61,388+175.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 75.0%+25.0pp | 74.9%+25.1pp |
| Annual return | -14.28% | -18.84%+4.6pp | 0.80%-15.1pp | -18.84%+4.6pp |
| Employer contribution / active EE | $0 | $4,190-100.0% | $30,500-100.0% | $4,190-100.0% |
| Participant deferral / active EE | $0 | $3,868-100.0% | - | $3,868-100.0% |
| Admin fee / account holder | $21,879 | $3,736+485.6% | $10,940+100.0% | $3,736+485.6% |