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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 | $23,949 | $96,678-75.2% | $86,640-72.4% | $139,466-82.8% |
| Participation rate | 86.4% | 74.4%+11.9pp | 71.7%+14.7pp | 80.3%+6.0pp |
| Annual return | 15.97% | 106.69%-90.7pp | 592.52%-576.6pp | 373.66%-357.7pp |
| Employer contribution / active EE | $0 | $3,265-100.0% | $3,024-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $0 | $4,837-100.0% | $4,438-100.0% | $6,712-100.0% |
| Admin fee / account holder | $2,167 | $6,410-66.2% | $5,616-61.4% | $11,409-81.0% |