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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 | $214,733 | $124,175+72.9% | $108,405+98.1% | $167,536+28.2% |
| Participation rate | 0.0% | 82.3%-82.3pp | 80.1%-80.1pp | 82.1%-82.1pp |
| Annual return | 15.95% | 1380.13%-1364.2pp | 905.55%-889.6pp | 478.82%-462.9pp |
| Employer contribution / active EE | $0 | $4,188-100.0% | $3,559-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $0 | $6,908-100.0% | $6,563-100.0% | $6,342-100.0% |
| Admin fee / account holder | $16,944 | $9,457+79.2% | $7,297+132.2% | $12,315+37.6% |