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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 | $139,052 | $29,670+368.7% | $56,054+148.1% | $80,911+71.9% |
| Participation rate | 94.4% | 41.7%+52.8pp | 52.5%+42.0pp | 67.6%+26.8pp |
| Annual return | 27.14% | 35.24%-8.1pp | 1705.95%-1678.8pp | 35.63%-8.5pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,039-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $1,227-100.0% | $1,952-100.0% | $4,297-100.0% |
| Admin fee / account holder | $12,745 | $2,431+424.3% | $2,822+351.6% | $6,935+83.8% |