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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 | $18,707 | $49,199-62.0% | $121,204-84.6% | $75,173-75.1% |
| Participation rate | 72.9% | 55.4%+17.5pp | 69.5%+3.3pp | 67.2%+5.7pp |
| Annual return | 14.55% | 56.04%-41.5pp | 987.18%-972.6pp | 160.72%-146.2pp |
| Employer contribution / active EE | $0 | $1,547-100.0% | $4,170-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $2,630-100.0% | $4,083-100.0% | $4,126-100.0% |
| Admin fee / account holder | $478 | $3,946-87.9% | $5,651-91.5% | $5,651-91.5% |