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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 | $143,074 | $75,832+88.7% | $147,617-3.1% | $59,633+139.9% |
| Participation rate | 70.0% | 71.6%-1.6pp | 84.6%-14.6pp | 68.7%+1.3pp |
| Annual return | 1.51% | 0.37%+1.1pp | 61.98%-60.5pp | 2041.45%-2039.9pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $0 | $3,131-100.0% | $4,895-100.0% | $3,192-100.0% |
| Admin fee / account holder | $8,840 | $5,986+47.7% | $11,612-23.9% | $4,297+105.7% |