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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 | $23,652 | $99,644-76.3% | $86,438-72.6% | $134,532-82.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 1.48% | 6787.26%-6785.8pp | 4397.19%-4395.7pp | 418.27%-416.8pp |
| Employer contribution / active EE | $0 | $4,402-100.0% | $3,769-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $7,247-100.0% | $6,952-100.0% | $6,401-100.0% |
| Admin fee / account holder | $13,730 | $8,375+63.9% | $6,733+103.9% | $11,429+20.1% |