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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 | $16,381 | $102,663-84.0% | $86,216-81.0% | $139,466-88.3% |
| Participation rate | 95.8% | 74.5%+21.3pp | 69.0%+26.9pp | 80.3%+15.5pp |
| Annual return | 11.52% | 1924.52%-1913.0pp | 1169.42%-1157.9pp | 373.66%-362.1pp |
| Employer contribution / active EE | $0 | $3,035-100.0% | $2,382-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $0 | $4,677-100.0% | $3,986-100.0% | $6,712-100.0% |
| Admin fee / account holder | $38,396 | $8,663+343.2% | $6,853+460.2% | $11,409+236.5% |