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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 | $82,020 | $53,774+52.5% | $134,162-38.9% | $79,856+2.7% |
| Participation rate | 78.7% | 58.8%+19.9pp | 72.2%+6.5pp | 69.6%+9.0pp |
| Annual return | 122.37% | 19.01%+103.4pp | 36.35%+86.0pp | 31.71%+90.7pp |
| Employer contribution / active EE | $0 | $1,322-100.0% | $3,705-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $2,420-100.0% | $3,500-100.0% | $3,741-100.0% |
| Admin fee / account holder | $15,334 | $3,985+284.8% | $6,685+129.4% | $5,306+189.0% |