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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 | $84,603 | $29,670+185.1% | $56,054+50.9% | $80,911+4.6% |
| Participation rate | 94.7% | 41.7%+53.1pp | 52.5%+42.3pp | 67.6%+27.1pp |
| Annual return | 31.48% | 35.24%-3.8pp | 1705.95%-1674.5pp | 35.63%-4.1pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,039-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $1,227-100.0% | $1,952-100.0% | $4,297-100.0% |
| Admin fee / account holder | $763 | $2,431-68.6% | $2,822-73.0% | $6,935-89.0% |