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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 | $59,679 | $63,346-5.8% | $92,239-35.3% | $70,124-14.9% |
| Participation rate | 88.0% | 68.7%+19.3pp | 76.5%+11.5pp | 69.5%+18.5pp |
| Annual return | 13.61% | 530.19%-516.6pp | 176.29%-162.7pp | 73.14%-59.5pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,975 | $3,841-22.5% | $5,194-42.7% | $4,645-36.0% |