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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 | $70,893 | $165,351-57.1% | $149,710-52.6% | $158,931-55.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.59% | 348.19%-332.6pp | 276.63%-261.0pp | 302.86%-287.3pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $8,020 | $7,181+11.7% | $6,842+17.2% | $5,982+34.1% |
| Admin fee / account holder | $5,398 | $10,807-50.1% | $9,309-42.0% | $11,247-52.0% |