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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 | $199,122 | $49,976+298.4% | $66,674+198.7% | $82,637+141.0% |
| Participation rate | 96.8% | 63.1%+33.7pp | 73.7%+23.1pp | 68.1%+28.7pp |
| Annual return | 15.23% | 39.09%-23.9pp | 321.24%-306.0pp | 53.51%-38.3pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $0 | $2,847-100.0% | $4,084-100.0% | $4,126-100.0% |
| Admin fee / account holder | $29,236 | $4,594+536.5% | $5,098+473.5% | $7,339+298.4% |