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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 | $59,263 | $109,359-45.8% | $162,185-63.5% | $72,976-18.8% |
| Participation rate | 89.0% | 84.3%+4.8pp | 87.6%+1.5pp | 69.5%+19.5pp |
| Annual return | 123.88% | 25.46%+98.4pp | 115.61%+8.3pp | 81.02%+42.9pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,613-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $5,481-100.0% | $7,297-100.0% | $3,608-100.0% |
| Admin fee / account holder | $4,160 | $7,972-47.8% | $10,844-61.6% | $5,124-18.8% |