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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 | $65,061 | $125,778-48.3% | $114,563-43.2% | $154,746-58.0% |
| Participation rate | 90.9% | 75.2%+15.7pp | 72.9%+18.0pp | 80.7%+10.2pp |
| Annual return | 10.83% | 295.14%-284.3pp | 241.09%-230.3pp | 172.34%-161.5pp |
| Employer contribution / active EE | $0 | $2,806-100.0% | $2,592-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $4,445-100.0% | $4,142-100.0% | $6,730-100.0% |
| Admin fee / account holder | $2,053 | $8,190-74.9% | $7,623-73.1% | $14,365-85.7% |