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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.
Plan reported a final filing / termination within the last year.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,430 | $88,710-47.7% | $81,783-43.2% | $145,959-68.2% |
| Participation rate | 91.7% | 75.0%+16.6pp | 72.4%+19.3pp | 80.3%+11.4pp |
| Annual return | 15.60% | 1027.26%-1011.7pp | 775.05%-759.5pp | 561.95%-546.3pp |
| Employer contribution / active EE | $1,231 | $3,083-60.1% | $2,913-57.7% | $4,661-73.6% |
| Participant deferral / active EE | $1,743 | $4,645-62.5% | $4,320-59.6% | $6,689-73.9% |
| Admin fee / account holder | $5,187 | $8,407-38.3% | $7,380-29.7% | $13,398-61.3% |