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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 | $16,873 | $32,117-47.5% | $71,089-76.3% | $64,173-73.7% |
| Participation rate | 72.3% | 42.7%+29.6pp | 54.6%+17.7pp | 69.6%+2.7pp |
| Annual return | -3.76% | -5.57%+1.8pp | 650.65%-654.4pp | 7.63%-11.4pp |
| Employer contribution / active EE | $0 | $712-100.0% | $1,088-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $0 | $1,263-100.0% | $1,873-100.0% | $3,470-100.0% |
| Admin fee / account holder | $8,720 | $2,759+216.0% | $3,082+182.9% | $4,887+78.4% |