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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 | $24,781 | $76,785-67.7% | $56,441-56.1% | $145,959-83.0% |
| Participation rate | 70.0% | 63.2%+6.8pp | 52.5%+17.5pp | 80.3%-10.3pp |
| Annual return | 8.30% | 3000.51%-2992.2pp | 1704.21%-1695.9pp | 561.95%-553.7pp |
| Employer contribution / active EE | $0 | $1,381-100.0% | $1,039-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $0 | $2,624-100.0% | $1,953-100.0% | $6,689-100.0% |
| Admin fee / account holder | $34,292 | $3,334+928.5% | $2,829+1112.1% | $13,398+155.9% |