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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 | $139,510 | $202,430-31.1% | $169,369-17.6% | $139,427+0.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 19.49% | 531.86%-512.4pp | 405.70%-386.2pp | 373.27%-353.8pp |
| Employer contribution / active EE | $0 | $4,690-100.0% | $4,011-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $0 | $6,938-100.0% | $6,221-100.0% | $6,711-100.0% |
| Admin fee / account holder | $88,766 | $10,716+728.3% | $9,009+885.3% | $11,404+678.4% |