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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 | $177,112 | $208,397-15.0% | - | $154,746+14.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | - | 80.7%+19.3pp |
| Annual return | 30.39% | 1131.44%-1101.0pp | - | 172.34%-141.9pp |
| Employer contribution / active EE | $0 | $7,386-100.0% | - | $4,379-100.0% |
| Participant deferral / active EE | $0 | $5,789-100.0% | - | $6,730-100.0% |
| Admin fee / account holder | $33,220 | $11,092+199.5% | - | $14,365+131.3% |