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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 | $136,173 | $65,555+107.7% | $86,216+57.9% | $75,173+81.1% |
| Participation rate | 85.1% | 60.5%+24.6pp | 69.0%+16.1pp | 67.2%+17.9pp |
| Annual return | 28.32% | 46.07%-17.8pp | 1169.42%-1141.1pp | 160.72%-132.4pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,382-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $3,023-100.0% | $3,986-100.0% | $4,126-100.0% |
| Admin fee / account holder | $21,238 | $5,469+288.3% | $6,853+209.9% | $5,651+275.9% |