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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 | $178,312 | $83,485+113.6% | $125,192+42.4% | $72,975+144.3% |
| Participation rate | 97.1% | 73.3%+23.8pp | 79.8%+17.3pp | 69.5%+27.6pp |
| Annual return | 115.13% | 25.77%+89.4pp | 43.79%+71.3pp | 81.01%+34.1pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,866-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $3,586-100.0% | $4,937-100.0% | $3,608-100.0% |
| Admin fee / account holder | $5,399 | $5,518-2.2% | $9,704-44.4% | $5,124+5.4% |