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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 | $84,640 | $91,536-7.5% | $130,062-34.9% | $75,177+12.6% |
| Participation rate | 98.0% | 71.5%+26.6pp | 78.5%+19.5pp | 67.2%+30.8pp |
| Annual return | 26.25% | -631.62%+657.9pp | -137.37%+163.6pp | 160.75%-134.5pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,322-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,821-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,354 | $6,780-50.5% | $10,601-68.4% | $5,651-40.6% |