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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 | $93,207 | $108,695-14.2% | $74,722+24.7% | $152,897-39.0% |
| Participation rate | 84.6% | 65.4%+19.3pp | 54.5%+30.2pp | 82.5%+2.2pp |
| Annual return | 1.59% | 114.11%-112.5pp | 753.11%-751.5pp | 345.43%-343.8pp |
| Employer contribution / active EE | $0 | $1,504-100.0% | $1,084-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $2,712-100.0% | $1,963-100.0% | $5,851-100.0% |
| Admin fee / account holder | $8,134 | $4,906+65.8% | $3,335+143.9% | $11,599-29.9% |