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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 | $95,555 | $63,888+49.6% | - | $139,487-31.5% |
| Participation rate | 100.0% | 66.6%+33.4pp | - | 80.3%+19.7pp |
| Annual return | 22.36% | 4.63%+17.7pp | - | 373.84%-351.5pp |
| Employer contribution / active EE | $0 | $6,848-100.0% | - | $4,755-100.0% |
| Participant deferral / active EE | $0 | $2,924-100.0% | - | $6,713-100.0% |
| Admin fee / account holder | $1,727 | $4,487-61.5% | - | $11,407-84.9% |