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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 | $73,305 | $54,370+34.8% | $82,763-11.4% | $68,490+7.0% |
| Participation rate | 94.4% | 63.9%+30.4pp | 72.6%+21.8pp | 67.9%+26.5pp |
| Annual return | 83.89% | -13.67%+97.6pp | 702.45%-618.6pp | -7.85%+91.7pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $3,247-100.0% | $4,395-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,888 | $4,398-34.3% | $5,325-45.8% | $5,403-46.5% |