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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 | $62,665 | $65,447-4.3% | $98,508-36.4% | $85,852-27.0% |
| Participation rate | 93.6% | 65.0%+28.6pp | 73.3%+20.3pp | 69.3%+24.3pp |
| Annual return | 16.98% | 21.75%-4.8pp | 1495.22%-1478.2pp | 318.66%-301.7pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $2,961-100.0% | $2,566-100.0% |
| Participant deferral / active EE | $0 | $3,168-100.0% | $4,276-100.0% | $3,952-100.0% |
| Admin fee / account holder | $7,023 | $4,596+52.8% | $5,956+17.9% | $6,261+12.2% |