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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 | $41,740 | $49,194-15.2% | $121,214-65.6% | $75,184-44.5% |
| Participation rate | 96.3% | 55.4%+40.9pp | 69.5%+26.8pp | 67.2%+29.1pp |
| Annual return | 14.92% | 56.04%-41.1pp | 987.67%-972.7pp | 160.78%-145.9pp |
| Employer contribution / active EE | $0 | $1,547-100.0% | $4,171-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $2,629-100.0% | $4,084-100.0% | $4,127-100.0% |
| Admin fee / account holder | $1,959 | $3,946-50.3% | $5,647-65.3% | $5,652-65.3% |