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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 | $28,118 | $149,040-81.1% | $120,225-76.6% | $137,256-79.5% |
| Participation rate | 0.0% | 75.4%-75.4pp | 69.6%-69.6pp | 80.0%-80.0pp |
| Annual return | 14.54% | 605.68%-591.1pp | 439.23%-424.7pp | 220.34%-205.8pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $4,655-100.0% | $3,999-100.0% | $6,407-100.0% |
| Admin fee / account holder | $9,834 | $6,348+54.9% | $5,696+72.6% | $12,270-19.9% |