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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 | $8,412 | $154,754-94.6% | $124,206-93.2% | $138,895-93.9% |
| Participation rate | 87.5% | 75.5%+12.0pp | 69.6%+17.9pp | 79.9%+7.6pp |
| Annual return | 11.19% | 709.28%-698.1pp | 515.27%-504.1pp | 145.39%-134.2pp |
| Employer contribution / active EE | $0 | $4,446-100.0% | $3,540-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $4,621-100.0% | $3,968-100.0% | $6,396-100.0% |
| Admin fee / account holder | $2,782 | $6,690-58.4% | $5,929-53.1% | $12,562-77.9% |