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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 | $16,525 | $57,305-71.2% | $86,640-80.9% | $75,173-78.0% |
| Participation rate | 80.8% | 63.2%+17.6pp | 71.7%+9.1pp | 67.2%+13.6pp |
| Annual return | 14.74% | 2674.24%-2659.5pp | 592.52%-577.8pp | 160.72%-146.0pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,024-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $3,320-100.0% | $4,438-100.0% | $4,126-100.0% |
| Admin fee / account holder | $613 | $4,116-85.1% | $5,616-89.1% | $5,651-89.2% |