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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 | $177,353-63.3% | $158,226-58.9% | $198,609-67.2% |
| Participation rate | 90.9% | 77.0%+13.9pp | 74.8%+16.1pp | 82.4%+8.5pp |
| Annual return | 10.83% | 599.50%-588.7pp | 501.41%-490.6pp | 202.70%-191.9pp |
| Employer contribution / active EE | $0 | $3,239-100.0% | $2,986-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $4,615-100.0% | $4,317-100.0% | $6,977-100.0% |
| Admin fee / account holder | $2,053 | $10,960-81.3% | $10,217-79.9% | $19,030-89.2% |