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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 | $164,690 | $166,131-0.9% | $164,975-0.2% | $145,877+12.9% |
| Participation rate | 94.1% | 82.0%+12.1pp | 78.6%+15.5pp | 80.3%+13.8pp |
| Annual return | 13.37% | 100.37%-87.0pp | 70.12%-56.7pp | 551.28%-537.9pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $6,962-100.0% | $6,033-100.0% | $6,691-100.0% |
| Admin fee / account holder | $53,637 | $16,648+222.2% | $12,688+322.7% | $13,402+300.2% |