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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 | $18,031 | $81,668-77.9% | $58,507-69.2% | $139,487-87.1% |
| Participation rate | 88.9% | 61.3%+27.5pp | 50.9%+38.0pp | 80.3%+8.6pp |
| Annual return | 13.71% | 7430.07%-7416.4pp | 4252.32%-4238.6pp | 373.84%-360.1pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $14,378 | $2,554+463.1% | $1,922+647.9% | $6,713+114.2% |
| Admin fee / account holder | $8,353 | $3,212+160.0% | $2,486+236.0% | $11,407-26.8% |