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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 | $86,456 | $97,729-11.5% | $83,830+3.1% | $135,379-36.1% |
| Participation rate | 71.4% | 80.0%-8.5pp | 76.1%-4.7pp | 82.6%-11.2pp |
| Annual return | -5.42% | 1287.52%-1292.9pp | 850.97%-856.4pp | 519.79%-525.2pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $39,140 | $6,674+486.4% | $5,479+614.4% | $10,828+261.5% |