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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 | $124,090 | $110,551+12.2% | $80,741+53.7% | $167,518-25.9% |
| Participation rate | 90.9% | 64.0%+27.0pp | 54.2%+36.7pp | 82.1%+8.8pp |
| Annual return | 25.79% | 120.57%-94.8pp | 87.30%-61.5pp | 478.71%-452.9pp |
| Employer contribution / active EE | $0 | $1,543-100.0% | $1,160-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $0 | $2,870-100.0% | $2,145-100.0% | $6,342-100.0% |
| Admin fee / account holder | $4,078 | $4,547-10.3% | $3,380+20.6% | $12,312-66.9% |