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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 | $80,225 | $96,123-16.5% | $77,361+3.7% | $198,609-59.6% |
| Participation rate | 0.0% | 81.1%-81.1pp | 75.0%-75.0pp | 82.4%-82.4pp |
| Annual return | 14.62% | 2054.81%-2040.2pp | 1011.54%-996.9pp | 202.70%-188.1pp |
| Employer contribution / active EE | $0 | $3,791-100.0% | $2,990-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $4,975-100.0% | $3,911-100.0% | $6,977-100.0% |
| Admin fee / account holder | $29,490 | $9,471+211.4% | $5,894+400.4% | $19,030+55.0% |