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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 | $46,221 | $96,236-52.0% | $133,698-65.4% | $80,959-42.9% |
| Participation rate | 91.7% | 71.2%+20.5pp | 76.4%+15.2pp | 67.7%+24.0pp |
| Annual return | 30.26% | 28.74%+1.5pp | 580.90%-550.6pp | 35.67%-5.4pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $4,218-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $5,709-100.0% | $7,016-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,040 | $8,250-87.4% | $6,703-84.5% | $6,925-85.0% |