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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 | $22,843 | $95,975-76.2% | $74,552-69.4% | $135,377-83.1% |
| Participation rate | 0.0% | 75.6%-75.6pp | 69.1%-69.1pp | 82.6%-82.6pp |
| Annual return | -6.31% | 56.96%-63.3pp | 32.53%-38.8pp | 519.75%-526.1pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $3,843-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,005 | $6,522-84.6% | $5,060-80.1% | $10,828-90.7% |