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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 | $47,153 | $45,566+3.5% | $64,105-26.4% | $59,633-20.9% |
| Participation rate | 93.3% | 60.2%+33.2pp | 68.2%+25.2pp | 68.7%+24.7pp |
| Annual return | 13.83% | 4.95%+8.9pp | 791.24%-777.4pp | 2041.40%-2027.6pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $0 | $2,057-100.0% | $2,822-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,516 | $3,268-53.6% | $4,499-66.3% | $4,297-64.7% |