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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.
Plan reported a final filing / termination within the last year.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,738 | $58,258+47.2% | $81,820+4.8% | $80,925+5.9% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 14.79% | 41.76%-27.0pp | 777.93%-763.1pp | 35.65%-20.9pp |
| Employer contribution / active EE | $3,869 | $2,345+65.0% | $2,915+32.7% | $2,756+40.4% |
| Participant deferral / active EE | $885 | $3,284-73.0% | $4,323-79.5% | $4,299-79.4% |
| Admin fee / account holder | $872 | $4,976-82.5% | $7,391-88.2% | $6,940-87.4% |