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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 | $51,362 | $168,636-69.5% | $147,617-65.2% | $125,393-59.0% |
| Participation rate | 92.9% | 88.8%+4.1pp | 84.6%+8.2pp | 83.2%+9.7pp |
| Annual return | -1.28% | 77.65%-78.9pp | 61.98%-63.3pp | 282.23%-283.5pp |
| Employer contribution / active EE | $0 | $6,252-100.0% | $5,565-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,351-100.0% |
| Admin fee / account holder | $2,909 | $13,580-78.6% | $11,611-74.9% | $9,541-69.5% |