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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 | $116,942 | $105,166+11.2% | $94,677+23.5% | $139,500-16.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 19.07% | 38.15%-19.1pp | 156.95%-137.9pp | 373.99%-354.9pp |
| Employer contribution / active EE | $0 | $4,108-100.0% | $3,673-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $0 | $7,600-100.0% | $7,418-100.0% | $6,713-100.0% |
| Admin fee / account holder | $5,146 | $8,973-42.6% | $7,222-28.7% | $11,410-54.9% |