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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 | $218,130 | $101,283+115.4% | $75,826+187.7% | $135,379+61.1% |
| Participation rate | 78.6% | 72.7%+5.8pp | 68.2%+10.4pp | 82.6%-4.1pp |
| Annual return | -3.54% | 3384.62%-3388.2pp | 1914.15%-1917.7pp | 519.79%-523.3pp |
| Employer contribution / active EE | $0 | $2,382-100.0% | $1,913-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $2,862-100.0% | $5,609-100.0% |
| Admin fee / account holder | $36,672 | $6,539+460.8% | $4,726+676.0% | $10,828+238.7% |