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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 | $54,353+34.9% | $82,726-11.4% | $68,498+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 | 701.33%-617.4pp | -7.84%+91.7pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $3,246-100.0% | $4,394-100.0% | $4,027-100.0% |
| Admin fee / account holder | $2,888 | $4,396-34.3% | $5,328-45.8% | $5,403-46.5% |