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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 | $155,188-35.6% | $99,8940% | $155,188-35.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 100.0%0pp | 80.8%+19.2pp |
| Annual return | 21.78% | 148.84%-127.1pp | 21.78%0pp | 148.84%-127.1pp |
| Employer contribution / active EE | $0 | $4,248-100.0% | - | $4,248-100.0% |
| Participant deferral / active EE | $0 | $6,531-100.0% | - | $6,531-100.0% |
| Admin fee / account holder | $1,308 | $14,480-91.0% | $1,3080% | $14,480-91.0% |