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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 | $83,309 | $234,190-64.4% | $180,320-53.8% | $198,609-58.1% |
| Participation rate | 91.7% | 77.1%+14.6pp | 71.5%+20.1pp | 82.4%+9.3pp |
| Annual return | 13.75% | 1057.44%-1043.7pp | 778.54%-764.8pp | 202.70%-189.0pp |
| Employer contribution / active EE | $0 | $5,258-100.0% | $4,108-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $4,988-100.0% | $4,304-100.0% | $6,977-100.0% |
| Admin fee / account holder | $1,111 | $12,558-91.2% | $10,000-88.9% | $19,030-94.2% |