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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 | $23,053 | $89,698-74.3% | $103,464-77.7% | $80,874-71.5% |
| Participation rate | 91.7% | 76.0%+15.7pp | 80.5%+11.1pp | 67.6%+24.0pp |
| Annual return | 53.86% | 22.78%+31.1pp | 23.91%+29.9pp | 35.62%+18.2pp |
| Employer contribution / active EE | $0 | $4,018-100.0% | $4,677-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $5,456-100.0% | $6,624-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,552 | $6,768-77.1% | $9,410-83.5% | $6,935-77.6% |