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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 | $50,557 | $142,354-64.5% | $125,529-59.7% | $155,188-67.4% |
| Participation rate | 85.7% | 78.1%+7.6pp | 74.7%+11.0pp | 80.8%+4.9pp |
| Annual return | 16.81% | 306.06%-289.3pp | 202.56%-185.8pp | 148.84%-132.0pp |
| Employer contribution / active EE | $0 | $3,501-100.0% | $3,058-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $5,491-100.0% | $4,813-100.0% | $6,531-100.0% |
| Admin fee / account holder | $10,518 | $19,392-45.8% | $16,298-35.5% | $14,480-27.4% |