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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 | $126,113-48.4% | $116,096-44.0% | $155,188-58.1% |
| Participation rate | 90.9% | 75.1%+15.8pp | 73.3%+17.6pp | 80.8%+10.1pp |
| Annual return | 10.83% | 391.72%-380.9pp | 326.25%-315.4pp | 148.84%-138.0pp |
| Employer contribution / active EE | $0 | $2,672-100.0% | $2,503-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $4,162-100.0% | $3,952-100.0% | $6,531-100.0% |
| Admin fee / account holder | $2,053 | $8,045-74.5% | $7,704-73.3% | $14,480-85.8% |