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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 | $42,334 | $168,626-74.9% | $133,698-68.3% | $145,897-71.0% |
| Participation rate | 81.8% | 80.4%+1.4pp | 76.4%+5.4pp | 80.3%+1.5pp |
| Annual return | 12.23% | 1168.99%-1156.8pp | 580.90%-568.7pp | 552.29%-540.1pp |
| Employer contribution / active EE | $0 | $5,290-100.0% | $4,218-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $8,688-100.0% | $7,016-100.0% | $6,689-100.0% |
| Admin fee / account holder | $3,923 | $9,638-59.3% | $6,703-41.5% | $13,390-70.7% |