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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 | $99,894 | $198,609-49.7% | $99,8940% | $198,609-49.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 100.0%0pp | 82.4%+17.6pp |
| Annual return | 21.78% | 202.70%-180.9pp | 21.78%0pp | 202.70%-180.9pp |
| Employer contribution / active EE | $0 | $5,055-100.0% | - | $5,055-100.0% |
| Participant deferral / active EE | $0 | $6,977-100.0% | - | $6,977-100.0% |
| Admin fee / account holder | $1,308 | $19,030-93.1% | $1,3080% | $19,030-93.1% |