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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 | $63,644 | $105,145-39.5% | $94,664-32.8% | $139,466-54.4% |
| Participation rate | 75.0% | 82.4%-7.4pp | 80.8%-5.8pp | 80.3%-5.3pp |
| Annual return | 16.40% | 38.09%-21.7pp | 156.84%-140.4pp | 373.66%-357.3pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $18,152 | $7,599+138.9% | $7,417+144.7% | $6,712+170.4% |
| Admin fee / account holder | $21,477 | $8,972+139.4% | $7,222+197.4% | $11,409+88.3% |