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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 | $65,488 | $88,603-26.1% | $69,890-6.3% | $134,545-51.3% |
| Participation rate | 83.3% | 74.9%+8.4pp | 70.5%+12.8pp | 81.2%+2.1pp |
| Annual return | -11.23% | 442.93%-454.2pp | 190.84%-202.1pp | 418.37%-429.6pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,560-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $0 | $4,771-100.0% | $3,848-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,984 | $10,443-71.4% | $6,267-52.4% | $11,431-73.9% |