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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 | $88,815-47.7% | $81,882-43.3% | $145,897-68.2% |
| Participation rate | 91.7% | 75.1%+16.6pp | 72.4%+19.3pp | 80.3%+11.4pp |
| Annual return | 15.60% | 1033.75%-1018.1pp | 779.47%-763.9pp | 552.29%-536.7pp |
| Employer contribution / active EE | $1,231 | $3,086-60.1% | $2,916-57.8% | $4,663-73.6% |
| Participant deferral / active EE | $1,743 | $4,647-62.5% | $4,323-59.7% | $6,689-73.9% |
| Admin fee / account holder | $5,187 | $8,434-38.5% | $7,360-29.5% | $13,390-61.3% |