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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 | $18,110 | $158,393-88.6% | $143,412-87.4% | $155,188-88.3% |
| Participation rate | 0.0% | 79.7%-79.7pp | 78.5%-78.5pp | 80.8%-80.8pp |
| Annual return | 17.43% | 324.22%-306.8pp | 256.99%-239.6pp | 148.84%-131.4pp |
| Employer contribution / active EE | $0 | $3,911-100.0% | $3,748-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $7,193-100.0% | $6,816-100.0% | $6,531-100.0% |
| Admin fee / account holder | $5,379 | $12,964-58.5% | $11,396-52.8% | $14,480-62.9% |