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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 | $71,006 | $70,121+1.3% | $63,803+11.3% | $138,895-48.9% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 14.72% | 946.48%-931.8pp | 543.72%-529.0pp | 145.39%-130.7pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,532-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $9,065 | $4,535+99.9% | $3,843+135.9% | $6,396+41.7% |
| Admin fee / account holder | $1,101 | $6,738-83.7% | $5,196-78.8% | $12,562-91.2% |