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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 | $13,711 | $84,685-83.8% | $73,836-81.4% | $125,389-89.1% |
| Participation rate | 0.0% | 76.8%-76.8pp | 73.4%-73.4pp | 83.2%-83.2pp |
| Annual return | 0.71% | 3123.80%-3123.1pp | 2268.06%-2267.3pp | 282.24%-281.5pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $3,993-100.0% | $3,583-100.0% | $5,352-100.0% |
| Admin fee / account holder | $14,240 | $5,694+150.1% | $4,882+191.7% | $9,541+49.2% |