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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 | $40,456 | $44,850-9.8% | $60,547-33.2% | $59,633-32.2% |
| Participation rate | 86.2% | 59.5%+26.7pp | 68.0%+18.2pp | 68.7%+17.5pp |
| Annual return | -2.46% | 1074.14%-1076.6pp | 335.64%-338.1pp | 2041.45%-2043.9pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $2,419-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $0 | $2,230-100.0% | $3,328-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,480 | $3,635-31.8% | $4,536-45.3% | $4,297-42.3% |