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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 | $140,842 | $91,536+53.9% | $130,062+8.3% | $75,177+87.3% |
| Participation rate | 88.9% | 71.5%+17.4pp | 78.5%+10.4pp | 67.2%+21.7pp |
| Annual return | 16.81% | -631.62%+648.4pp | -137.37%+154.2pp | 160.75%-143.9pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,322-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,821-100.0% | $4,126-100.0% |
| Admin fee / account holder | $8,676 | $6,780+28.0% | $10,601-18.2% | $5,651+53.5% |