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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 | $95,164 | $44,103+115.8% | $75,826+25.5% | $64,181+48.3% |
| Participation rate | 91.2% | 62.7%+28.4pp | 68.2%+23.0pp | 69.6%+21.6pp |
| Annual return | 108.61% | -4.72%+113.3pp | 1914.15%-1805.5pp | 7.63%+101.0pp |
| Employer contribution / active EE | $0 | $1,446-100.0% | $1,913-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $0 | $2,204-100.0% | $2,862-100.0% | $3,470-100.0% |
| Admin fee / account holder | $755 | $3,506-78.5% | $4,726-84.0% | $4,887-84.5% |