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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 | $246,060 | $82,630+197.8% | $64,105+283.8% | $125,389+96.2% |
| Participation rate | 90.9% | 75.9%+15.1pp | 68.2%+22.7pp | 83.2%+7.7pp |
| Annual return | 6.36% | 1489.72%-1483.4pp | 791.24%-784.9pp | 282.24%-275.9pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $3,608-100.0% | $2,822-100.0% | $5,352-100.0% |
| Admin fee / account holder | $22,383 | $6,382+250.7% | $4,499+397.5% | $9,541+134.6% |