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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 | $30,918 | $99,031-68.8% | $86,597-64.3% | $147,585-79.1% |
| Participation rate | 94.7% | 76.3%+18.4pp | 73.5%+21.2pp | 82.8%+11.9pp |
| Annual return | 11.85% | 1312.56%-1300.7pp | 964.96%-953.1pp | 578.57%-566.7pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,840-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,198 | $5,711-79.0% | $4,906-75.6% | $10,885-89.0% |