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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 | $65,055 | $57,346+13.4% | $86,681-24.9% | $75,184-13.5% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 20.20% | 2676.28%-2656.1pp | 593.32%-573.1pp | 160.78%-140.6pp |
| Employer contribution / active EE | $0 | $2,317-100.0% | $3,026-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $3,321-100.0% | $4,440-100.0% | $4,127-100.0% |
| Admin fee / account holder | $1,948 | $4,116-52.7% | $5,620-65.3% | $5,652-65.5% |