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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 | $78,891 | $160,040-50.7% | $147,096-46.4% | $145,877-45.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 25.52% | 98.49%-73.0pp | 419.75%-394.2pp | 551.28%-525.8pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $8,079 | $8,429-4.2% | $8,071+0.1% | $6,691+20.7% |
| Admin fee / account holder | $4,180 | $15,050-72.2% | $13,005-67.9% | $13,402-68.8% |