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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 | $24,042 | $63,346-62.0% | $92,240-73.9% | $70,126-65.7% |
| Participation rate | 81.1% | 68.7%+12.4pp | 76.5%+4.6pp | 69.5%+11.5pp |
| Annual return | 20.92% | 530.19%-509.3pp | 176.29%-155.4pp | 73.15%-52.2pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $706 | $3,841-81.6% | $5,194-86.4% | $4,645-84.8% |