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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 | $156,274 | $95,580+63.5% | $76,872+103.3% | $139,466+12.1% |
| Participation rate | 92.3% | 74.0%+18.3pp | 69.6%+22.7pp | 80.3%+12.0pp |
| Annual return | 14.22% | 55.00%-40.8pp | 37.90%-23.7pp | 373.66%-359.4pp |
| Employer contribution / active EE | $0 | $3,145-100.0% | $2,533-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $0 | $4,623-100.0% | $3,832-100.0% | $6,712-100.0% |
| Admin fee / account holder | $12,437 | $8,302+49.8% | $5,476+127.1% | $11,409+9.0% |